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 | $18,784,875 | -13.0% | 219,526 | -0.5% | 1.14% | -9.5% |
| Q2 2023 | $21,596,132 | +2.6% | 220,594 | -2.0% | 1.26% | -5.8% |
| Q1 2023 | $21,058,075 | +2.5% | 225,003 | -0.0% | 1.34% | -3.7% |
| Q4 2022 | $20,549,978 | +8.5% | 225,057 | -2.0% | 1.39% | -4.3% |
| Q3 2022 | $18,937,000 | -8.0% | 229,674 | -0.7% | 1.45% | -5.0% |
| Q2 2022 | $20,583,000 | -14.1% | 231,194 | -1.2% | 1.53% | -2.9% |
| Q1 2022 | $23,952,000 | -1.9% | 233,930 | +0.1% | 1.58% | -9.1% |
| Q4 2021 | $24,427,000 | +3.2% | 233,778 | -0.6% | 1.73% | -7.6% |
| Q3 2021 | $23,676,000 | -5.6% | 235,182 | -1.1% | 1.88% | -7.1% |
| Q2 2021 | $25,081,000 | +3.7% | 237,893 | -1.0% | 2.02% | -3.9% |
| Q1 2021 | $24,196,000 | +21.3% | 240,187 | -2.1% | 2.10% | +10.6% |
| Q4 2020 | $19,948,000 | +31.6% | 245,334 | +98.1% | 1.90% | +10.8% |
| Q3 2020 | $15,158,000 | +1.3% | 123,819 | -0.4% | 1.71% | -7.8% |
| Q2 2020 | $14,962,000 | +24.3% | 124,296 | +3.2% | 1.86% | +2.6% |
| Q1 2020 | $12,041,000 | -36.4% | 120,484 | +2.3% | 1.81% | -10.8% |
| Q4 2019 | $18,929,000 | +7.2% | 117,718 | +0.1% | 2.03% | -7.5% |
| Q3 2019 | $17,657,000 | -1.5% | 117,566 | -2.5% | 2.20% | +0.6% |
| Q2 2019 | $17,925,000 | +0.6% | 120,609 | -0.1% | 2.18% | -5.0% |
| Q1 2019 | $17,821,000 | +10.0% | 120,787 | -1.7% | 2.30% | -5.9% |
| Q4 2018 | $16,205,000 | -20.5% | 122,907 | +0.7% | 2.44% | -10.5% |
| Q3 2018 | $20,374,000 | +0.3% | 122,053 | -1.9% | 2.72% | -4.6% |
| Q2 2018 | $20,308,000 | +7.6% | 124,382 | -0.6% | 2.86% | +6.8% |
| Q1 2018 | $18,872,000 | -3.3% | 125,111 | -1.6% | 2.68% | -3.6% |
| Q4 2017 | $19,526,000 | +1.8% | 127,145 | -1.7% | 2.77% | -4.6% |
| Q3 2017 | $19,180,000 | +5.0% | 129,324 | -1.0% | 2.91% | +0.4% |
| Q2 2017 | $18,266,000 | -1.5% | 130,636 | -2.3% | 2.90% | -9.0% |
| Q1 2017 | $18,539,000 | -2.5% | 133,714 | -1.6% | 3.18% | -10.4% |
| Q4 2016 | $19,016,000 | +10.3% | 135,822 | -1.7% | 3.55% | +0.8% |
| Q3 2016 | $17,240,000 | +5.5% | 138,132 | -1.3% | 3.52% | -0.1% |
| Q2 2016 | $16,345,000 | +1.1% | 139,901 | -2.0% | 3.52% | -3.7% |
| Q1 2016 | $16,173,000 | +4.5% | 142,716 | -0.2% | 3.66% | -2.0% |
| Q4 2015 | $15,470,000 | +3.3% | 143,026 | +0.1% | 3.74% | -3.4% |
| Q3 2015 | $14,974,000 | -6.2% | 142,894 | +1.1% | 3.87% | -1.9% |
| Q2 2015 | $15,968,000 | -7.5% | 141,348 | -2.6% | 3.94% | -12.8% |
| Q1 2015 | $17,265,000 | +1.2% | 145,191 | +0.4% | 4.52% | -3.7% |
| Q4 2014 | $17,053,000 | +10.0% | 144,595 | +0.1% | 4.70% | +2.7% |
| Q3 2014 | $15,505,000 | -6.4% | 144,513 | +0.7% | 4.57% | -6.5% |
| Q2 2014 | $16,570,000 | +3.7% | 143,552 | +1.9% | 4.89% | -4.1% |
| Q1 2014 | $15,984,000 | +1.4% | 140,886 | -0.6% | 5.10% | -1.9% |
| Q4 2013 | $15,771,000 | +8.0% | 141,749 | -0.7% | 5.20% | -2.0% |
| Q3 2013 | $14,599,000 | +11.2% | 142,818 | +1.6% | 5.30% | +1.3% |
| Q2 2013 | $13,133,000 | – | 140,553 | – | 5.24% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |