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 | $3,736,088 | -48.7% | 41,875 | -45.3% | 0.00% | -100.0% |
| Q2 2023 | $7,284,084 | -22.3% | 76,602 | -23.5% | 0.00% | -50.0% |
| Q1 2023 | $9,373,974 | +222.7% | 100,160 | +214.8% | 0.00% | +100.0% |
| Q4 2022 | $2,904,754 | -48.4% | 31,812 | -53.4% | 0.00% | 0.0% |
| Q3 2022 | $5,633,000 | +1071.1% | 68,318 | +1165.1% | 0.00% | – |
| Q2 2022 | $481,000 | -92.8% | 5,400 | -91.8% | 0.00% | -100.0% |
| Q1 2022 | $6,720,000 | -67.9% | 65,635 | -67.2% | 0.00% | – |
| Q4 2021 | $20,906,000 | +577.7% | 200,082 | +553.0% | 0.00% | – |
| Q3 2021 | $3,085,000 | -47.5% | 30,641 | -45.0% | 0.00% | – |
| Q2 2021 | $5,873,000 | -35.0% | 55,701 | -37.9% | 0.00% | -100.0% |
| Q1 2021 | $9,042,000 | -48.7% | 89,760 | -58.6% | 0.00% | 0.0% |
| Q4 2020 | $17,620,000 | +602.8% | 216,718 | +958.3% | 0.00% | – |
| Q3 2020 | $2,507,000 | -71.2% | 20,478 | -71.7% | 0.00% | -100.0% |
| Q2 2020 | $8,700,000 | -12.9% | 72,276 | -27.7% | 0.00% | -33.3% |
| Q1 2020 | $9,986,000 | +202.6% | 99,920 | +387.0% | 0.00% | +200.0% |
| Q4 2019 | $3,300,000 | -46.6% | 20,518 | -50.1% | 0.00% | -50.0% |
| Q3 2019 | $6,178,000 | -40.8% | 41,137 | -41.5% | 0.00% | +100.0% |
| Q2 2019 | $10,443,000 | +326.2% | 70,290 | +323.4% | 0.00% | 0.0% |
| Q1 2019 | $2,450,000 | -21.3% | 16,600 | -29.7% | 0.00% | 0.0% |
| Q4 2018 | $3,112,000 | -27.8% | 23,600 | -8.5% | 0.00% | 0.0% |
| Q3 2018 | $4,308,000 | +109.5% | 25,805 | +104.9% | 0.00% | – |
| Q2 2018 | $2,056,000 | -45.9% | 12,595 | -50.1% | 0.00% | -100.0% |
| Q1 2018 | $3,803,000 | -40.7% | 25,216 | -39.6% | 0.00% | -66.7% |
| Q4 2017 | $6,416,000 | -39.4% | 41,774 | -41.5% | 0.00% | -25.0% |
| Q3 2017 | $10,582,000 | +356.7% | 71,354 | +330.6% | 0.00% | +300.0% |
| Q2 2017 | $2,317,000 | -45.6% | 16,570 | -46.1% | 0.00% | -50.0% |
| Q1 2017 | $4,259,000 | +230.7% | 30,717 | +233.9% | 0.00% | – |
| Q4 2016 | $1,288,000 | +41.4% | 9,200 | +26.0% | 0.00% | – |
| Q3 2016 | $911,000 | -42.2% | 7,300 | -45.9% | 0.00% | -100.0% |
| Q2 2016 | $1,577,000 | -71.3% | 13,500 | -72.2% | 0.00% | -66.7% |
| Q1 2016 | $5,503,000 | +1.2% | 48,555 | -3.5% | 0.00% | +50.0% |
| Q4 2015 | $5,440,000 | +50.9% | 50,300 | +46.2% | 0.00% | +100.0% |
| Q3 2015 | $3,605,000 | +43.9% | 34,400 | +61.8% | 0.00% | 0.0% |
| Q2 2015 | $2,505,000 | -42.2% | 21,267 | -41.7% | 0.00% | -50.0% |
| Q1 2015 | $4,335,000 | -45.8% | 36,460 | -46.2% | 0.00% | -33.3% |
| Q4 2014 | $7,999,000 | -60.5% | 67,816 | -64.0% | 0.00% | -62.5% |
| Q3 2014 | $20,226,000 | -45.8% | 188,521 | -41.7% | 0.01% | -52.9% |
| Q2 2014 | $37,324,000 | -3.1% | 323,268 | -4.8% | 0.02% | -5.6% |
| Q1 2014 | $38,520,000 | +47.9% | 339,563 | +45.3% | 0.02% | +38.5% |
| Q4 2013 | $26,043,000 | +8.0% | 233,734 | -0.9% | 0.01% | +8.3% |
| Q3 2013 | $24,106,000 | +104.4% | 235,838 | +86.9% | 0.01% | +71.4% |
| Q2 2013 | $11,794,000 | – | 126,209 | – | 0.01% | – |
Download | ||||||
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% |