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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $549 | -8.7% | 6,150 | -2.8% | 0.08% | -6.6% |
| Q2 2023 | $601 | -99.9% | 6,325 | +2.8% | 0.09% | -3.2% |
| Q1 2023 | $575,578 | +7.5% | 6,150 | +4.9% | 0.09% | -1.1% |
| Q4 2022 | $535,533 | +39.8% | 5,865 | +26.3% | 0.10% | +18.8% |
| Q3 2022 | $383,000 | -9.2% | 4,645 | -1.9% | 0.08% | -5.9% |
| Q2 2022 | $422,000 | -10.6% | 4,735 | +2.7% | 0.08% | 0.0% |
| Q1 2022 | $472,000 | -2.1% | 4,610 | 0.0% | 0.08% | -2.3% |
| Q4 2021 | $482,000 | +11.1% | 4,610 | +6.8% | 0.09% | +1.2% |
| Q3 2021 | $434,000 | -4.6% | 4,315 | 0.0% | 0.09% | -4.4% |
| Q2 2021 | $455,000 | +4.6% | 4,315 | 0.0% | 0.09% | -2.2% |
| Q1 2021 | $435,000 | +23.6% | 4,315 | -0.3% | 0.09% | +12.2% |
| Q4 2020 | $352,000 | +29.4% | 4,330 | +94.6% | 0.08% | +9.3% |
| Q3 2020 | $272,000 | +5.8% | 2,225 | +4.2% | 0.08% | +2.7% |
| Q2 2020 | $257,000 | +16.8% | 2,135 | +55.8% | 0.07% | +32.7% |
| Q4 2019 | $220,000 | -6.4% | 1,370 | -12.5% | 0.06% | -14.1% |
| Q3 2019 | $235,000 | +0.9% | 1,565 | 0.0% | 0.06% | +1.6% |
| Q2 2019 | $233,000 | +5.4% | 1,565 | +4.7% | 0.06% | +1.6% |
| Q1 2019 | $221,000 | – | 1,495 | – | 0.06% | – |
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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% |