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 | $4,599 | -11.5% | 51,548 | -5.7% | 0.39% | -0.3% |
| Q2 2023 | $5,196 | +0.4% | 54,645 | -1.1% | 0.39% | -5.7% |
| Q1 2023 | $5,173 | -8.9% | 55,276 | -11.1% | 0.42% | -18.4% |
| Q4 2022 | $5,679 | -99.9% | 62,190 | -11.7% | 0.51% | -25.6% |
| Q3 2022 | $5,810,000 | -15.2% | 70,468 | -8.4% | 0.69% | -12.0% |
| Q2 2022 | $6,850,000 | -21.3% | 76,938 | -9.5% | 0.78% | -9.1% |
| Q1 2022 | $8,703,000 | -6.6% | 84,999 | -4.7% | 0.86% | -4.2% |
| Q4 2021 | $9,321,000 | -1.4% | 89,207 | -5.0% | 0.90% | -9.1% |
| Q3 2021 | $9,456,000 | -3.4% | 93,927 | +1.2% | 0.99% | -1.0% |
| Q2 2021 | $9,789,000 | +6.6% | 92,845 | +1.8% | 1.00% | -1.7% |
| Q1 2021 | $9,185,000 | +31.8% | 91,173 | +6.4% | 1.02% | +17.7% |
| Q4 2020 | $6,969,000 | +37.3% | 85,715 | +106.8% | 0.86% | +25.3% |
| Q3 2020 | $5,075,000 | +11.1% | 41,452 | +9.2% | 0.69% | +4.4% |
| Q2 2020 | $4,569,000 | +511.6% | 37,960 | +407.6% | 0.66% | +463.2% |
| Q1 2020 | $747,000 | -38.6% | 7,479 | -1.2% | 0.12% | -30.8% |
| Q4 2019 | $1,216,000 | +5.8% | 7,567 | -1.1% | 0.17% | +7.6% |
| Q3 2019 | $1,149,000 | +5.1% | 7,649 | +4.0% | 0.16% | +4.0% |
| Q2 2019 | $1,093,000 | -50.9% | 7,355 | -51.3% | 0.15% | +0.7% |
| Q1 2019 | $2,228,000 | +116.5% | 15,108 | +93.5% | 0.15% | -12.3% |
| Q4 2018 | $1,029,000 | -17.0% | 7,809 | +5.1% | 0.17% | -6.6% |
| Q3 2018 | $1,240,000 | +1.9% | 7,431 | -0.4% | 0.18% | -14.1% |
| Q2 2018 | $1,217,000 | +7.2% | 7,458 | -0.9% | 0.21% | +8.7% |
| Q1 2018 | $1,135,000 | -4.2% | 7,526 | -2.5% | 0.20% | +0.5% |
| Q4 2017 | $1,185,000 | +12.3% | 7,716 | +8.4% | 0.20% | +7.1% |
| Q3 2017 | $1,055,000 | +6.7% | 7,117 | +0.5% | 0.18% | +2.8% |
| Q2 2017 | $989,000 | -0.3% | 7,080 | -1.4% | 0.18% | -2.7% |
| Q1 2017 | $992,000 | -18.8% | 7,178 | -17.8% | 0.18% | -22.2% |
| Q4 2016 | $1,222,000 | +14.4% | 8,728 | +2.0% | 0.23% | +9.9% |
| Q3 2016 | $1,068,000 | +4.0% | 8,561 | -2.7% | 0.21% | -6.2% |
| Q2 2016 | $1,027,000 | -7.2% | 8,798 | -9.9% | 0.23% | -12.4% |
| Q1 2016 | $1,107,000 | -81.8% | 9,768 | -21.9% | 0.26% | -82.2% |
| Q4 2015 | $6,079,000 | +419.6% | 12,505 | +11.9% | 1.46% | +352.2% |
| Q3 2015 | $1,170,000 | -15.9% | 11,173 | -5.5% | 0.32% | -12.0% |
| Q2 2015 | $1,392,000 | -6.8% | 11,822 | -5.9% | 0.37% | -9.0% |
| Q1 2015 | $1,493,000 | +3454.8% | 12,563 | +3332.5% | 0.40% | +2412.5% |
| Q2 2014 | $42,000 | -8.7% | 366 | -10.7% | 0.02% | -11.1% |
| Q1 2014 | $46,000 | +2.2% | 410 | 0.0% | 0.02% | +5.9% |
| Q4 2013 | $45,000 | -6.2% | 410 | -13.3% | 0.02% | -15.0% |
| Q3 2013 | $48,000 | +9.1% | 473 | +0.2% | 0.02% | 0.0% |
| Q2 2013 | $44,000 | – | 472 | – | 0.02% | – |
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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% |