ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,151,028 | +0.2% | 12,901 | +6.8% | 0.25% | +5.6% |
| Q2 2023 | $1,149,068 | +0.2% | 12,084 | -3.8% | 0.23% | -1.3% |
| Q1 2023 | $1,147,128 | 0.0% | 12,563 | 0.0% | 0.24% | 0.0% |
| Q4 2022 | $1,147,128 | +9.1% | 12,563 | -1.4% | 0.24% | -5.6% |
| Q3 2022 | $1,051,000 | -7.4% | 12,743 | 0.0% | 0.25% | -3.5% |
| Q2 2022 | $1,135,000 | -8.7% | 12,743 | +4.9% | 0.26% | -5.1% |
| Q1 2022 | $1,243,000 | -5.8% | 12,142 | -3.8% | 0.27% | -5.5% |
| Q4 2021 | $1,319,000 | +3.9% | 12,621 | +0.1% | 0.29% | +1.4% |
| Q3 2021 | $1,269,000 | -4.5% | 12,608 | 0.0% | 0.28% | -6.9% |
| Q2 2021 | $1,329,000 | -2.1% | 12,608 | -6.4% | 0.31% | -16.6% |
| Q1 2021 | $1,357,000 | +14.9% | 13,470 | -7.2% | 0.37% | +2.2% |
| Q4 2020 | $1,181,000 | +24.4% | 14,519 | +87.3% | 0.36% | +12.9% |
| Q3 2020 | $949,000 | +1.7% | 7,751 | +0.0% | 0.32% | -3.0% |
| Q2 2020 | $933,000 | +44.7% | 7,750 | +20.1% | 0.33% | +32.8% |
| Q1 2020 | $645,000 | -35.1% | 6,451 | +4.4% | 0.25% | -17.7% |
| Q4 2019 | $994,000 | +3.8% | 6,179 | -3.1% | 0.30% | -0.3% |
| Q3 2019 | $958,000 | +0.1% | 6,378 | -1.0% | 0.30% | -1.0% |
| Q2 2019 | $957,000 | +0.4% | 6,443 | -0.3% | 0.30% | +0.3% |
| Q1 2019 | $953,000 | +27.7% | 6,463 | +14.2% | 0.30% | +13.9% |
| Q4 2018 | $746,000 | -10.9% | 5,658 | +12.8% | 0.27% | -5.7% |
| Q3 2018 | $837,000 | +1.8% | 5,017 | -0.4% | 0.28% | -0.7% |
| Q2 2018 | $822,000 | +8.3% | 5,035 | 0.0% | 0.28% | +6.0% |
| Q1 2018 | $759,000 | -1.6% | 5,035 | +0.3% | 0.27% | -5.0% |
| Q4 2017 | $771,000 | +0.9% | 5,020 | -2.6% | 0.28% | -3.4% |
| Q3 2017 | $764,000 | -15.2% | 5,152 | -20.0% | 0.29% | -18.2% |
| Q2 2017 | $901,000 | +4.2% | 6,441 | +3.2% | 0.36% | +1.4% |
| Q1 2017 | $865,000 | -6.3% | 6,241 | -5.4% | 0.35% | -8.6% |
| Q4 2016 | $923,000 | +4.9% | 6,595 | -6.5% | 0.38% | +5.2% |
| Q3 2016 | $880,000 | +6.8% | 7,050 | 0.0% | 0.37% | +2.8% |
| Q2 2016 | $824,000 | +2.2% | 7,050 | -0.8% | 0.36% | -9.9% |
| Q1 2016 | $806,000 | +4.8% | 7,110 | 0.0% | 0.40% | -5.5% |
| Q4 2015 | $769,000 | +1.1% | 7,110 | -2.1% | 0.42% | -1.4% |
| Q3 2015 | $761,000 | -18.0% | 7,260 | -7.9% | 0.42% | -14.3% |
| Q2 2015 | $928,000 | -1.8% | 7,880 | -0.8% | 0.50% | -3.5% |
| Q1 2015 | $945,000 | -0.5% | 7,945 | -1.4% | 0.51% | -0.8% |
| Q4 2014 | $950,000 | +6.5% | 8,055 | -3.1% | 0.52% | +4.9% |
| Q3 2014 | $892,000 | -7.0% | 8,310 | 0.0% | 0.49% | -5.6% |
| Q2 2014 | $959,000 | -0.3% | 8,310 | -2.0% | 0.52% | -5.6% |
| Q1 2014 | $962,000 | +0.2% | 8,477 | -1.8% | 0.55% | -3.3% |
| Q4 2013 | $960,000 | +1.4% | 8,628 | -6.9% | 0.57% | -3.5% |
| Q3 2013 | $947,000 | -5.7% | 9,266 | -13.8% | 0.59% | -5.9% |
| Q2 2013 | $1,004,000 | – | 10,745 | – | 0.63% | – |
Download | ||||||
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% |