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 | $3,086,872 | -7.5% | 34,598 | -1.4% | 0.25% | -1.6% |
| Q2 2023 | $3,337,415 | -2.2% | 35,097 | -3.8% | 0.25% | -6.4% |
| Q1 2023 | $3,413,853 | -4.0% | 36,477 | -6.4% | 0.27% | -11.3% |
| Q4 2022 | $3,556,737 | +11.3% | 38,952 | +0.5% | 0.30% | +1.3% |
| Q3 2022 | $3,196,000 | -14.3% | 38,767 | -7.5% | 0.30% | -10.0% |
| Q2 2022 | $3,730,000 | -20.6% | 41,901 | -8.7% | 0.33% | -10.3% |
| Q1 2022 | $4,700,000 | -17.4% | 45,903 | -15.7% | 0.37% | -13.2% |
| Q4 2021 | $5,690,000 | -15.4% | 54,456 | -18.5% | 0.42% | -23.0% |
| Q3 2021 | $6,725,000 | -11.8% | 66,796 | -7.6% | 0.55% | -12.7% |
| Q2 2021 | $7,623,000 | -4.6% | 72,305 | -8.9% | 0.63% | -7.6% |
| Q1 2021 | $7,993,000 | +17.3% | 79,341 | -5.3% | 0.68% | -23.5% |
| Q4 2020 | $6,814,000 | +3084.1% | 83,796 | +6191.0% | 0.89% | +1686.0% |
| Q4 2019 | $214,000 | +7.0% | 1,332 | 0.0% | 0.05% | -2.0% |
| Q3 2019 | $200,000 | -67.5% | 1,332 | -67.9% | 0.05% | -69.3% |
| Q2 2019 | $616,000 | -12.6% | 4,144 | -13.3% | 0.17% | -16.2% |
| Q1 2019 | $705,000 | +11.9% | 4,779 | 0.0% | 0.20% | -4.8% |
| Q4 2018 | $630,000 | -22.7% | 4,779 | -2.1% | 0.21% | -14.0% |
| Q3 2018 | $815,000 | +2.5% | 4,883 | +0.3% | 0.24% | -5.5% |
| Q2 2018 | $795,000 | +32.5% | 4,870 | +22.5% | 0.26% | +30.6% |
| Q1 2018 | $600,000 | +45.6% | 3,975 | +48.2% | 0.20% | +38.0% |
| Q4 2017 | $412,000 | +17.0% | 2,683 | +13.1% | 0.14% | +5.2% |
| Q3 2017 | $352,000 | +6.0% | 2,373 | +0.0% | 0.14% | -8.2% |
| Q2 2017 | $332,000 | – | 2,372 | – | 0.15% | – |
Download | ||||||
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% |