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 | $1,600,187 | -4.8% | 17,935 | +1.4% | 0.29% | -2.0% |
| Q2 2023 | $1,681,694 | +1.3% | 17,685 | -0.3% | 0.30% | -7.8% |
| Q1 2023 | $1,660,388 | +14.8% | 17,741 | +12.0% | 0.32% | +5.6% |
| Q4 2022 | $1,446,719 | -3.7% | 15,844 | -13.1% | 0.30% | -11.1% |
| Q3 2022 | $1,503,000 | -7.7% | 18,224 | -0.4% | 0.34% | +13.2% |
| Q2 2022 | $1,629,000 | -1.2% | 18,294 | +13.6% | 0.30% | +14.3% |
| Q1 2022 | $1,649,000 | – | 16,104 | – | 0.26% | – |
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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% |