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 | $23,911 | -17.5% | 268 | -18.3% | 0.01% | -28.6% |
| Q2 2022 | $29,000 | +7.4% | 328 | +22.4% | 0.01% | +16.7% |
| Q1 2022 | $27,000 | 0.0% | 268 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $27,000 | -3.6% | 268 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $28,000 | +3.7% | 268 | 0.0% | 0.01% | -14.3% |
| Q1 2021 | $27,000 | +22.7% | 268 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $22,000 | +37.5% | 268 | +100.0% | 0.01% | +40.0% |
| Q3 2020 | $16,000 | 0.0% | 134 | 0.0% | 0.01% | -16.7% |
| Q2 2020 | $16,000 | +23.1% | 134 | 0.0% | 0.01% | +20.0% |
| Q1 2020 | $13,000 | -40.9% | 134 | 0.0% | 0.01% | -28.6% |
| Q4 2019 | $22,000 | +10.0% | 134 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $20,000 | 0.0% | 134 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $20,000 | 0.0% | 134 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $20,000 | – | 134 | – | 0.01% | – |
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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% |