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 | $355,096 | -6.2% | 3,980 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $378,458 | +1.6% | 3,980 | 0.0% | 0.05% | -3.6% |
| Q1 2023 | $372,488 | +2.5% | 3,980 | 0.0% | 0.06% | -3.5% |
| Q4 2022 | $363,414 | +10.8% | 3,980 | 0.0% | 0.06% | +1.8% |
| Q3 2022 | $328,000 | -7.3% | 3,980 | 0.0% | 0.06% | -3.4% |
| Q2 2022 | $354,000 | -13.2% | 3,980 | 0.0% | 0.06% | +9.4% |
| Q1 2022 | $408,000 | -1.9% | 3,980 | 0.0% | 0.05% | 0.0% |
| Q4 2021 | $416,000 | +3.7% | 3,980 | 0.0% | 0.05% | -8.6% |
| Q3 2021 | $401,000 | -4.5% | 3,980 | 0.0% | 0.06% | -4.9% |
| Q2 2021 | $420,000 | +4.7% | 3,980 | 0.0% | 0.06% | -1.6% |
| Q1 2021 | $401,000 | +23.8% | 3,980 | 0.0% | 0.06% | +14.8% |
| Q4 2020 | $324,000 | +32.8% | 3,980 | +100.0% | 0.05% | +22.7% |
| Q3 2020 | $244,000 | +1.7% | 1,990 | 0.0% | 0.04% | -6.4% |
| Q2 2020 | $240,000 | -24.8% | 1,990 | 0.0% | 0.05% | -21.7% |
| Q4 2019 | $319,000 | +6.7% | 1,990 | 0.0% | 0.06% | +1.7% |
| Q3 2019 | $299,000 | +1.0% | 1,990 | 0.0% | 0.06% | 0.0% |
| Q2 2019 | $296,000 | +1.0% | 1,990 | 0.0% | 0.06% | -1.7% |
| Q1 2019 | $293,000 | +11.8% | 1,990 | 0.0% | 0.06% | -1.6% |
| Q4 2018 | $262,000 | -21.1% | 1,990 | 0.0% | 0.06% | -10.3% |
| Q3 2018 | $332,000 | +2.5% | 1,990 | 0.0% | 0.07% | -2.9% |
| Q2 2018 | $324,000 | +8.0% | 1,990 | 0.0% | 0.07% | +2.9% |
| Q1 2018 | $300,000 | -2.0% | 1,990 | 0.0% | 0.07% | -1.4% |
| Q4 2017 | $306,000 | +3.7% | 1,990 | 0.0% | 0.07% | -2.8% |
| Q3 2017 | $295,000 | +6.1% | 1,990 | 0.0% | 0.07% | +1.4% |
| Q2 2017 | $278,000 | +0.7% | 1,990 | 0.0% | 0.07% | -2.8% |
| Q1 2017 | $276,000 | -1.1% | 1,990 | 0.0% | 0.07% | -5.3% |
| Q4 2016 | $279,000 | – | 1,990 | – | 0.08% | – |
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% |