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 | $232,419 | -20.2% | 2,605 | -14.9% | 0.01% | -18.8% |
| Q2 2023 | $291,071 | +1.7% | 3,061 | +0.1% | 0.02% | 0.0% |
| Q1 2023 | $286,292 | +14.0% | 3,059 | +11.2% | 0.02% | +6.7% |
| Q4 2022 | $251,103 | +10.6% | 2,750 | 0.0% | 0.02% | +7.1% |
| Q3 2022 | $227,000 | -13.7% | 2,750 | -6.8% | 0.01% | -12.5% |
| Q2 2022 | $263,000 | -13.5% | 2,950 | -0.5% | 0.02% | +6.7% |
| Q1 2022 | $304,000 | -1.3% | 2,966 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $308,000 | +11.2% | 2,950 | +7.3% | 0.02% | 0.0% |
| Q3 2021 | $277,000 | -4.5% | 2,750 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $290,000 | -2.4% | 2,750 | -6.8% | 0.02% | -11.8% |
| Q1 2021 | $297,000 | +24.3% | 2,950 | 0.0% | 0.02% | +13.3% |
| Q4 2020 | $239,000 | +32.8% | 2,950 | +100.0% | 0.02% | +25.0% |
| Q3 2020 | $180,000 | -5.3% | 1,475 | -6.6% | 0.01% | -14.3% |
| Q2 2020 | $190,000 | -10.8% | 1,579 | -25.8% | 0.01% | -26.3% |
| Q1 2020 | $213,000 | -43.2% | 2,128 | -8.6% | 0.02% | -29.6% |
| Q4 2019 | $375,000 | +7.4% | 2,328 | 0.0% | 0.03% | 0.0% |
| Q3 2019 | $349,000 | -3.3% | 2,328 | -4.1% | 0.03% | -6.9% |
| Q2 2019 | $361,000 | -0.6% | 2,428 | -1.2% | 0.03% | -6.5% |
| Q1 2019 | $363,000 | +3.7% | 2,458 | -7.5% | 0.03% | -8.8% |
| Q4 2018 | $350,000 | -21.2% | 2,658 | 0.0% | 0.03% | -5.6% |
| Q3 2018 | $444,000 | +2.3% | 2,658 | 0.0% | 0.04% | -5.3% |
| Q2 2018 | $434,000 | +8.2% | 2,658 | 0.0% | 0.04% | +8.6% |
| Q1 2018 | $401,000 | -13.9% | 2,658 | -12.4% | 0.04% | -18.6% |
| Q4 2017 | $466,000 | +2.9% | 3,033 | -0.7% | 0.04% | 0.0% |
| Q3 2017 | $453,000 | +6.1% | 3,053 | 0.0% | 0.04% | +2.4% |
| Q2 2017 | $427,000 | -5.7% | 3,053 | -6.4% | 0.04% | -6.7% |
| Q1 2017 | $453,000 | -6.6% | 3,263 | -5.8% | 0.04% | -10.0% |
| Q4 2016 | $485,000 | +11.8% | 3,463 | -0.3% | 0.05% | +8.7% |
| Q3 2016 | $434,000 | +1.9% | 3,473 | -4.8% | 0.05% | -6.1% |
| Q2 2016 | $426,000 | -0.9% | 3,648 | -3.9% | 0.05% | 0.0% |
| Q1 2016 | $430,000 | +3.4% | 3,798 | -1.3% | 0.05% | 0.0% |
| Q4 2015 | $416,000 | +1.2% | 3,848 | -1.9% | 0.05% | -2.0% |
| Q3 2015 | $411,000 | -10.8% | 3,923 | 0.0% | 0.05% | -3.8% |
| Q2 2015 | $461,000 | -6.3% | 3,923 | -5.1% | 0.05% | -8.8% |
| Q1 2015 | $492,000 | +1.0% | 4,133 | 0.0% | 0.06% | -1.7% |
| Q4 2014 | $487,000 | +9.7% | 4,133 | 0.0% | 0.06% | +5.5% |
| Q3 2014 | $444,000 | -6.9% | 4,133 | 0.0% | 0.06% | -8.3% |
| Q2 2014 | $477,000 | +960.0% | 4,133 | +949.0% | 0.06% | +757.1% |
| Q1 2014 | $45,000 | -90.2% | 394 | -90.4% | 0.01% | -89.1% |
| Q4 2013 | $457,000 | +8.8% | 4,109 | 0.0% | 0.06% | +3.2% |
| Q3 2013 | $420,000 | +9.1% | 4,109 | -0.3% | 0.06% | +3.3% |
| Q2 2013 | $385,000 | – | 4,123 | – | 0.06% | – |
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% |