ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $138,916 | +2.6% | 1,557 | +9.3% | 0.03% | 0.0% |
| Q2 2023 | $135,409 | +1.6% | 1,424 | 0.0% | 0.03% | -11.1% |
| Q1 2023 | $133,273 | +254.3% | 1,424 | +245.6% | 0.04% | +227.3% |
| Q4 2022 | $37,620 | +10.6% | 412 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $34,000 | -8.1% | 412 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $37,000 | -11.9% | 412 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $42,000 | -2.3% | 412 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $43,000 | +4.9% | 412 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $41,000 | -4.7% | 412 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $43,000 | +2.4% | 412 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $42,000 | +27.3% | 412 | 0.0% | 0.01% | +30.0% |
| Q4 2020 | $33,000 | +32.0% | 412 | +100.0% | 0.01% | +11.1% |
| Q3 2020 | $25,000 | 0.0% | 206 | 0.0% | 0.01% | +12.5% |
| Q2 2020 | $25,000 | -3.8% | 206 | -22.3% | 0.01% | -20.0% |
| Q1 2020 | $26,000 | -65.8% | 265 | -43.9% | 0.01% | -54.5% |
| Q4 2019 | $76,000 | +7.0% | 472 | 0.0% | 0.02% | -4.3% |
| Q3 2019 | $71,000 | +16.4% | 472 | +14.3% | 0.02% | +15.0% |
| Q2 2019 | $61,000 | 0.0% | 413 | 0.0% | 0.02% | -4.8% |
| Q1 2019 | $61,000 | +13.0% | 413 | 0.0% | 0.02% | +10.5% |
| Q4 2018 | $54,000 | +5300.0% | 413 | +3341.7% | 0.02% | – |
| Q3 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q2 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | -100.0% |
| Q1 2016 | $1,000 | 0.0% | 12 | 0.0% | 0.00% | – |
| Q4 2015 | $1,000 | -94.1% | 12 | -92.8% | 0.00% | -100.0% |
| Q3 2015 | $17,000 | – | 167 | – | 0.01% | – |
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% |