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 | $477,327 | +7.0% | 5,350 | +14.0% | 0.02% | +11.1% |
| Q2 2023 | $446,257 | +1.6% | 4,693 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $439,218 | +2.5% | 4,693 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $428,517 | +10.7% | 4,693 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $387,000 | -9.6% | 4,693 | -2.4% | 0.02% | -5.0% |
| Q2 2022 | $428,000 | -13.0% | 4,806 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $492,000 | -2.0% | 4,806 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $502,000 | +3.7% | 4,806 | -0.0% | 0.02% | 0.0% |
| Q3 2021 | $484,000 | -4.3% | 4,808 | +0.0% | 0.02% | -20.8% |
| Q2 2021 | $506,000 | +4.5% | 4,806 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $484,000 | +23.8% | 4,806 | 0.0% | 0.02% | +9.1% |
| Q4 2020 | $391,000 | +32.5% | 4,806 | +100.0% | 0.02% | +15.8% |
| Q3 2020 | $295,000 | +3.5% | 2,403 | +1.4% | 0.02% | -5.0% |
| Q2 2020 | $285,000 | +20.8% | 2,370 | 0.0% | 0.02% | +5.3% |
| Q1 2020 | $236,000 | -38.1% | 2,370 | 0.0% | 0.02% | -24.0% |
| Q4 2019 | $381,000 | +18.3% | 2,370 | +10.5% | 0.02% | +8.7% |
| Q3 2019 | $322,000 | +0.9% | 2,145 | 0.0% | 0.02% | -23.3% |
| Q2 2019 | $319,000 | +0.9% | 2,145 | 0.0% | 0.03% | +3.4% |
| Q1 2019 | $316,000 | +11.7% | 2,145 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $283,000 | -20.9% | 2,145 | 0.0% | 0.03% | -12.1% |
| Q3 2018 | $358,000 | +2.3% | 2,145 | 0.0% | 0.03% | -5.7% |
| Q2 2018 | $350,000 | +8.0% | 2,145 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $324,000 | -1.5% | 2,145 | 0.0% | 0.03% | -19.0% |
| Q4 2017 | $329,000 | +3.5% | 2,145 | 0.0% | 0.04% | +10.5% |
| Q3 2017 | $318,000 | +6.0% | 2,145 | 0.0% | 0.04% | -7.3% |
| Q2 2017 | $300,000 | +1.0% | 2,145 | 0.0% | 0.04% | +13.9% |
| Q1 2017 | $297,000 | -1.0% | 2,145 | 0.0% | 0.04% | -5.3% |
| Q4 2016 | $300,000 | – | 2,145 | – | 0.04% | – |
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% |