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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,649,000 | +1017.7% | 25,878 | +1042.5% | 0.09% | +1075.0% |
| Q4 2021 | $237,000 | +540.5% | 2,265 | +554.6% | 0.01% | +700.0% |
| Q2 2021 | $37,000 | -98.0% | 346 | -98.1% | 0.00% | -98.5% |
| Q1 2021 | $1,866,000 | -31.9% | 18,527 | -45.0% | 0.07% | -34.7% |
| Q4 2020 | $2,740,000 | +2.5% | 33,696 | +54.3% | 0.10% | -8.2% |
| Q3 2020 | $2,673,000 | +5975.0% | 21,834 | +4839.8% | 0.11% | +5400.0% |
| Q1 2020 | $44,000 | +51.7% | 442 | +141.5% | 0.00% | +100.0% |
| Q4 2019 | $29,000 | -9.4% | 183 | -14.1% | 0.00% | 0.0% |
| Q3 2019 | $32,000 | +23.1% | 213 | +19.7% | 0.00% | 0.0% |
| Q2 2019 | $26,000 | -99.6% | 178 | -99.7% | 0.00% | -99.7% |
| Q4 2016 | $7,405,000 | +3392.9% | 52,889 | +3012.9% | 0.37% | +3630.0% |
| Q3 2016 | $212,000 | +30.1% | 1,699 | +12.9% | 0.01% | 0.0% |
| Q4 2015 | $163,000 | -91.0% | 1,505 | -90.3% | 0.01% | -91.4% |
| Q2 2015 | $1,818,000 | – | 15,436 | – | 0.12% | – |
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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% |