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 | $34,724,000 | +11.0% | 389,101 | +18.3% | 0.06% | +4.8% |
| Q2 2023 | $31,274,000 | -2.4% | 328,947 | -3.9% | 0.06% | -11.4% |
| Q1 2023 | $32,050,000 | -0.3% | 342,374 | -2.8% | 0.07% | -5.4% |
| Q4 2022 | $32,157,000 | +14.5% | 352,282 | +3.4% | 0.07% | -1.3% |
| Q3 2022 | $28,084,000 | +2.4% | 340,683 | +10.5% | 0.08% | +5.6% |
| Q2 2022 | $27,416,000 | -10.3% | 308,173 | +3.2% | 0.07% | +4.4% |
| Q1 2022 | $30,570,000 | +2.4% | 298,577 | +4.5% | 0.07% | +4.6% |
| Q4 2021 | $29,863,000 | +7.8% | 285,754 | +3.8% | 0.06% | -12.2% |
| Q3 2021 | $27,713,000 | -15.8% | 275,338 | -11.8% | 0.07% | -22.1% |
| Q2 2021 | $32,928,000 | +32.3% | 312,197 | +26.4% | 0.10% | +20.3% |
| Q1 2021 | $24,884,000 | +37.4% | 247,017 | +10.9% | 0.08% | +5.3% |
| Q4 2020 | $18,110,000 | +126.1% | 222,831 | +240.3% | 0.08% | +92.3% |
| Q3 2020 | $8,008,000 | -1.1% | 65,474 | -2.7% | 0.04% | -11.4% |
| Q2 2020 | $8,101,000 | +20.6% | 67,281 | -0.1% | 0.04% | 0.0% |
| Q1 2020 | $6,720,000 | +90.8% | 67,357 | +207.7% | 0.04% | +109.5% |
| Q4 2019 | $3,522,000 | -23.6% | 21,889 | -28.7% | 0.02% | -16.0% |
| Q3 2019 | $4,611,000 | +48.0% | 30,684 | +46.7% | 0.02% | +31.6% |
| Q2 2019 | $3,115,000 | +4.4% | 20,917 | +3.6% | 0.02% | -5.0% |
| Q1 2019 | $2,985,000 | +9.6% | 20,199 | -2.3% | 0.02% | -4.8% |
| Q4 2018 | $2,723,000 | -32.1% | 20,668 | -13.8% | 0.02% | -27.6% |
| Q3 2018 | $4,008,000 | -4.1% | 23,967 | -6.4% | 0.03% | -12.1% |
| Q2 2018 | $4,179,000 | +3.9% | 25,601 | -4.1% | 0.03% | -2.9% |
| Q1 2018 | $4,023,000 | +3.2% | 26,686 | +5.2% | 0.03% | +6.2% |
| Q4 2017 | $3,897,000 | +4.4% | 25,360 | +0.7% | 0.03% | 0.0% |
| Q3 2017 | $3,733,000 | -39.7% | 25,175 | -43.0% | 0.03% | -41.8% |
| Q2 2017 | $6,186,000 | +56.8% | 44,177 | +55.6% | 0.06% | +44.7% |
| Q1 2017 | $3,944,000 | +25.4% | 28,390 | +27.2% | 0.04% | +11.8% |
| Q4 2016 | $3,144,000 | +130.3% | 22,321 | +102.2% | 0.03% | +112.5% |
| Q3 2016 | $1,365,000 | -3.9% | 11,040 | -8.7% | 0.02% | -11.1% |
| Q2 2016 | $1,420,000 | +198.9% | 12,098 | +186.5% | 0.02% | +800.0% |
| Q1 2016 | $475,000 | -71.1% | 4,223 | -72.3% | 0.00% | -90.0% |
| Q4 2015 | $1,646,000 | +2.7% | 15,236 | -0.6% | 0.02% | -4.8% |
| Q3 2015 | $1,603,000 | -1.4% | 15,328 | +11.1% | 0.02% | -19.2% |
| Q2 2015 | $1,625,000 | +0.6% | 13,798 | +1.6% | 0.03% | +8.3% |
| Q1 2015 | $1,615,000 | +2.3% | 13,580 | +1.5% | 0.02% | 0.0% |
| Q4 2014 | $1,578,000 | +26.1% | 13,376 | +14.7% | 0.02% | +14.3% |
| Q3 2014 | $1,251,000 | -10.3% | 11,658 | -3.5% | 0.02% | -12.5% |
| Q2 2014 | $1,394,000 | -1.8% | 12,080 | -3.4% | 0.02% | -14.3% |
| Q1 2014 | $1,419,000 | +1.1% | 12,505 | -0.9% | 0.03% | -3.4% |
| Q4 2013 | $1,404,000 | +19.7% | 12,624 | +10.0% | 0.03% | 0.0% |
| Q3 2013 | $1,173,000 | +349.4% | 11,480 | +311.5% | 0.03% | +314.3% |
| Q2 2013 | $261,000 | – | 2,790 | – | 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% |