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 | $1,438,258 | -6.2% | 16,120 | -0.1% | 0.96% | -3.5% |
| Q2 2023 | $1,534,026 | +4.5% | 16,132 | +2.8% | 0.99% | -4.3% |
| Q1 2023 | $1,468,259 | +2.0% | 15,688 | -0.5% | 1.04% | -10.9% |
| Q4 2022 | $1,439,065 | +9.2% | 15,760 | -1.4% | 1.16% | -14.9% |
| Q3 2022 | $1,318,000 | -11.0% | 15,984 | -3.9% | 1.36% | -3.1% |
| Q2 2022 | $1,481,000 | -10.5% | 16,640 | +3.0% | 1.41% | +2.1% |
| Q1 2022 | $1,654,000 | -1.8% | 16,152 | +0.2% | 1.38% | -1.9% |
| Q4 2021 | $1,684,000 | – | 16,120 | – | 1.40% | – |
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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% |