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 | $1,220,000 | +17.5% | 13,677 | +25.3% | 0.19% | -17.7% |
| Q2 2023 | $1,038,000 | -3.3% | 10,913 | -4.8% | 0.23% | -6.5% |
| Q1 2023 | $1,073,000 | +1.8% | 11,467 | -0.6% | 0.25% | +4.2% |
| Q4 2022 | $1,054,000 | +10.6% | 11,542 | -0.1% | 0.24% | +3.5% |
| Q3 2022 | $953,000 | -7.4% | 11,557 | 0.0% | 0.23% | -0.4% |
| Q2 2022 | $1,029,000 | -23.4% | 11,557 | -11.9% | 0.23% | -18.7% |
| Q1 2022 | $1,344,000 | -20.0% | 13,123 | -18.4% | 0.28% | +2.2% |
| Q4 2021 | $1,681,000 | +0.8% | 16,087 | -2.9% | 0.28% | -23.7% |
| Q3 2021 | $1,668,000 | -4.5% | 16,567 | 0.0% | 0.36% | -7.6% |
| Q2 2021 | $1,747,000 | +4.5% | 16,567 | -0.1% | 0.39% | +0.8% |
| Q1 2021 | $1,671,000 | +18.0% | 16,583 | -4.8% | 0.39% | +4.8% |
| Q4 2020 | $1,416,000 | +32.5% | 17,411 | +99.4% | 0.37% | +14.5% |
| Q3 2020 | $1,069,000 | +23.7% | 8,731 | +21.7% | 0.32% | +22.2% |
| Q2 2020 | $864,000 | +20.5% | 7,176 | 0.0% | 0.27% | +18.8% |
| Q1 2020 | $717,000 | -38.3% | 7,176 | -0.7% | 0.22% | -26.3% |
| Q4 2019 | $1,162,000 | +2.1% | 7,228 | -4.6% | 0.30% | -4.4% |
| Q3 2019 | $1,138,000 | +1.2% | 7,577 | +0.1% | 0.32% | -0.6% |
| Q2 2019 | $1,125,000 | -2.9% | 7,567 | -3.7% | 0.32% | -6.7% |
| Q1 2019 | $1,159,000 | +10.7% | 7,855 | -1.1% | 0.34% | +22.5% |
| Q4 2018 | $1,047,000 | -16.6% | 7,940 | +5.6% | 0.28% | -12.5% |
| Q3 2018 | $1,255,000 | -10.5% | 7,517 | -12.5% | 0.32% | +9.6% |
| Q2 2018 | $1,403,000 | +12.2% | 8,595 | +3.8% | 0.29% | +12.7% |
| Q1 2018 | $1,250,000 | +4.2% | 8,284 | +6.0% | 0.26% | -0.4% |
| Q4 2017 | $1,200,000 | -1.6% | 7,814 | -4.9% | 0.26% | -5.5% |
| Q3 2017 | $1,219,000 | +1.7% | 8,217 | -4.2% | 0.28% | +5.8% |
| Q2 2017 | $1,199,000 | -13.5% | 8,573 | -14.3% | 0.26% | -8.8% |
| Q1 2017 | $1,386,000 | -11.7% | 9,998 | -10.8% | 0.28% | -13.9% |
| Q4 2016 | $1,570,000 | -18.0% | 11,213 | -26.9% | 0.33% | -22.1% |
| Q3 2016 | $1,914,000 | +15.7% | 15,339 | +8.4% | 0.42% | +6.2% |
| Q2 2016 | $1,654,000 | -93.0% | 14,154 | -99.4% | 0.40% | +132.6% |
| Q1 2016 | $23,534,000 | +1524.2% | 2,498,011 | +18546.0% | 0.17% | -60.0% |
| Q4 2015 | $1,449,000 | -5.0% | 13,397 | -8.0% | 0.43% | -18.6% |
| Q3 2015 | $1,526,000 | -7.9% | 14,564 | +3.5% | 0.53% | -3.3% |
| Q2 2015 | $1,657,000 | +1.3% | 14,071 | +2.3% | 0.55% | -4.9% |
| Q1 2015 | $1,635,000 | -11.8% | 13,753 | -12.5% | 0.57% | -22.3% |
| Q4 2014 | $1,854,000 | +17.6% | 15,720 | +7.0% | 0.74% | +12.7% |
| Q3 2014 | $1,576,000 | -7.5% | 14,692 | -0.4% | 0.66% | -5.3% |
| Q2 2014 | $1,703,000 | +2.5% | 14,756 | +0.8% | 0.69% | +6.3% |
| Q1 2014 | $1,661,000 | +13.7% | 14,639 | +11.5% | 0.65% | -9.8% |
| Q4 2013 | $1,461,000 | -13.8% | 13,132 | -33.2% | 0.72% | -19.8% |
| Q3 2013 | $1,695,000 | +30.7% | 19,661 | +41.6% | 0.90% | +19.8% |
| Q2 2013 | $1,297,000 | – | 13,884 | – | 0.75% | – |
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% |