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 2023 | $378,384 | +1.2% | 4,043 | +10.8% | 0.01% | -38.5% |
| Q1 2022 | $374,000 | +33.6% | 3,649 | +37.4% | 0.01% | +62.5% |
| Q2 2021 | $280,000 | -66.3% | 2,656 | -68.1% | 0.01% | -57.9% |
| Q1 2020 | $832,000 | +0.5% | 8,326 | +61.7% | 0.02% | +216.7% |
| Q4 2019 | $828,000 | +100.0% | 5,150 | +87.0% | 0.01% | +50.0% |
| Q3 2019 | $414,000 | -39.6% | 2,754 | -32.8% | 0.00% | 0.0% |
| Q3 2018 | $685,000 | +109.5% | 4,100 | +105.0% | 0.00% | +100.0% |
| Q2 2018 | $327,000 | -54.6% | 2,000 | -58.1% | 0.00% | -50.0% |
| Q1 2018 | $720,000 | -82.4% | 4,770 | -82.1% | 0.00% | -96.3% |
| Q4 2017 | $4,093,000 | -33.0% | 26,653 | -35.3% | 0.11% | -80.5% |
| Q3 2017 | $6,113,000 | +1152.7% | 41,217 | +1082.7% | 0.56% | +242.3% |
| Q4 2016 | $488,000 | +39.0% | 3,485 | +3.9% | 0.16% | -70.4% |
| Q3 2015 | $351,000 | – | 3,354 | – | 0.55% | – |
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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% |