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 | $21,225,170 | -6.0% | 237,897 | +0.2% | 2.38% | -2.5% |
| Q2 2023 | $22,580,737 | +4.4% | 237,467 | +2.8% | 2.44% | -0.9% |
| Q1 2023 | $21,619,009 | +8.1% | 230,997 | +5.5% | 2.47% | +4.3% |
| Q4 2022 | $19,996,707 | +10.4% | 218,998 | -0.3% | 2.36% | +4.9% |
| Q3 2022 | $18,116,000 | -5.8% | 219,726 | +1.8% | 2.26% | -5.0% |
| Q2 2022 | $19,225,000 | -12.5% | 215,933 | +0.6% | 2.37% | -7.0% |
| Q1 2022 | $21,979,000 | -5.8% | 214,662 | -3.9% | 2.55% | -2.0% |
| Q4 2021 | $23,337,000 | +4.9% | 223,338 | +1.1% | 2.60% | -5.5% |
| Q3 2021 | $22,245,000 | -3.3% | 220,972 | +1.3% | 2.76% | -1.3% |
| Q2 2021 | $23,000,000 | -20.6% | 218,157 | -24.2% | 2.79% | -27.0% |
| Q1 2021 | $28,980,000 | +22.6% | 287,673 | -1.1% | 3.82% | +15.0% |
| Q4 2020 | $23,640,000 | +35.6% | 290,745 | +104.1% | 3.32% | +10.6% |
| Q3 2020 | $17,438,000 | +3.3% | 142,440 | +1.6% | 3.01% | -14.5% |
| Q2 2020 | $16,875,000 | +20.0% | 140,190 | -0.4% | 3.52% | -2.0% |
| Q1 2020 | $14,061,000 | +0.1% | 140,690 | +61.0% | 3.59% | +39.4% |
| Q4 2019 | $14,051,000 | +8.8% | 87,380 | +1.6% | 2.57% | -5.8% |
| Q3 2019 | $12,914,000 | +0.7% | 85,982 | -0.4% | 2.73% | +5.7% |
| Q2 2019 | $12,829,000 | +2.1% | 86,319 | +1.4% | 2.58% | -4.0% |
| Q1 2019 | $12,564,000 | +7.2% | 85,159 | -4.2% | 2.69% | -16.9% |
| Q4 2018 | $11,723,000 | -24.0% | 88,909 | -3.7% | 3.24% | +4.9% |
| Q3 2018 | $15,419,000 | +2.1% | 92,369 | -0.1% | 3.09% | -6.3% |
| Q2 2018 | $15,097,000 | +7.9% | 92,464 | -0.3% | 3.30% | +3.3% |
| Q1 2018 | $13,993,000 | +22.2% | 92,769 | +24.4% | 3.19% | +20.3% |
| Q4 2017 | $11,448,000 | +3.9% | 74,545 | +0.4% | 2.65% | -2.8% |
| Q3 2017 | $11,017,000 | +9.1% | 74,285 | +2.8% | 2.73% | +1.9% |
| Q2 2017 | $10,102,000 | +2.5% | 72,250 | +1.6% | 2.68% | -2.8% |
| Q1 2017 | $9,855,000 | +3.8% | 71,080 | +4.8% | 2.75% | -4.8% |
| Q4 2016 | $9,494,000 | +16.4% | 67,807 | +3.8% | 2.89% | +10.3% |
| Q3 2016 | $8,153,000 | +7.4% | 65,322 | +0.6% | 2.62% | -4.4% |
| Q2 2016 | $7,588,000 | +3.2% | 64,947 | +0.1% | 2.74% | -1.8% |
| Q1 2016 | $7,351,000 | -1.4% | 64,867 | -5.9% | 2.79% | -4.8% |
| Q4 2015 | $7,458,000 | +3.2% | 68,953 | +0.0% | 2.93% | -5.6% |
| Q3 2015 | $7,225,000 | -8.0% | 68,952 | +3.4% | 3.11% | +41.1% |
| Q2 2015 | $7,856,000 | -0.4% | 66,713 | +0.6% | 2.20% | +1.7% |
| Q1 2015 | $7,885,000 | +3.8% | 66,313 | +3.0% | 2.17% | -1.9% |
| Q4 2014 | $7,593,000 | +10.8% | 64,376 | +0.8% | 2.21% | +11.1% |
| Q3 2014 | $6,853,000 | -2.7% | 63,870 | +4.6% | 1.99% | +0.9% |
| Q2 2014 | $7,045,000 | +2.6% | 61,035 | +0.8% | 1.97% | -5.6% |
| Q1 2014 | $6,868,000 | -13.2% | 60,535 | -14.9% | 2.09% | -15.7% |
| Q4 2013 | $7,916,000 | +10.2% | 71,145 | +1.2% | 2.48% | -3.0% |
| Q3 2013 | $7,186,000 | +8.3% | 70,300 | -1.0% | 2.55% | -0.6% |
| Q2 2013 | $6,637,000 | – | 71,030 | – | 2.57% | – |
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% |