ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $528,000 | -51.5% | 5,285 | -21.9% | 0.06% | -30.4% |
| Q4 2019 | $1,088,000 | +340.5% | 6,769 | +260.8% | 0.09% | +170.6% |
| Q4 2018 | $247,000 | -16.6% | 1,876 | +5.6% | 0.03% | -27.7% |
| Q3 2018 | $296,000 | +1.7% | 1,776 | -0.3% | 0.05% | 0.0% |
| Q2 2018 | $291,000 | +5.1% | 1,781 | -3.1% | 0.05% | +2.2% |
| Q1 2018 | $277,000 | -1.8% | 1,838 | 0.0% | 0.05% | +2.2% |
| Q4 2017 | $282,000 | -18.3% | 1,838 | -20.9% | 0.04% | -21.1% |
| Q3 2017 | $345,000 | +5.5% | 2,324 | -0.6% | 0.06% | +21.3% |
| Q2 2017 | $327,000 | -7.9% | 2,339 | -8.6% | 0.05% | -6.0% |
| Q1 2017 | $355,000 | -0.8% | 2,558 | 0.0% | 0.05% | -7.4% |
| Q4 2016 | $358,000 | +6.2% | 2,558 | -5.3% | 0.05% | +5.9% |
| Q3 2016 | $337,000 | -39.9% | 2,700 | -45.4% | 0.05% | -46.3% |
| Q1 2016 | $561,000 | +4.9% | 4,947 | 0.0% | 0.10% | +3.3% |
| Q4 2015 | $535,000 | – | 4,947 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 292,393 | $26,087 | 14.28% |
| Cosner Financial Group, LLC | 103,871 | $9,267,355 | 8.17% |
| Forbes Financial Planning, Inc. | 79,981 | $7,135,913 | 7.65% |
| Pensionmark Financial Group, LLC | 329,889 | $29,604,803 | 5.86% |
| Probity Advisors, Inc. | 275,750 | $24,602,454 | 5.67% |
| ETFIDEA, LLC | 127,397 | $11,366,319 | 4.83% |
| Sterling Financial Planning, Inc. | 86,386 | $7,707,379 | 3.95% |
| LTG Capital LLC | 38,661 | $3,449,335 | 3.64% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,835 | $4,267,806 | 3.55% |
| Ellis Investment Partners, LLC | 152,196 | $13,578,933 | 3.49% |