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 | $8,250,530 | -6.5% | 92,474 | -0.4% | 1.82% | -3.1% |
| Q2 2023 | $8,827,028 | +1.1% | 92,828 | -0.5% | 1.87% | -3.7% |
| Q1 2023 | $8,728,908 | +2.8% | 93,268 | +0.3% | 1.95% | -2.5% |
| Q4 2022 | $8,492,451 | +11.7% | 93,007 | +0.8% | 2.00% | +5.1% |
| Q3 2022 | $7,605,000 | -7.9% | 92,239 | -0.6% | 1.90% | -4.2% |
| Q2 2022 | $8,261,000 | -12.9% | 92,789 | +0.2% | 1.98% | -0.2% |
| Q1 2022 | $9,486,000 | -1.9% | 92,642 | +0.1% | 1.98% | +4.5% |
| Q4 2021 | $9,666,000 | +2.0% | 92,507 | -1.7% | 1.90% | -2.3% |
| Q3 2021 | $9,475,000 | -10.3% | 94,116 | -6.1% | 1.94% | -11.0% |
| Q2 2021 | $10,565,000 | +1.4% | 100,207 | -3.1% | 2.18% | -3.1% |
| Q1 2021 | $10,417,000 | +23.0% | 103,402 | -0.7% | 2.26% | +9.6% |
| Q4 2020 | $8,466,000 | +31.6% | 104,122 | +98.1% | 2.06% | +9.5% |
| Q3 2020 | $6,433,000 | +1.1% | 52,551 | -0.5% | 1.88% | -6.5% |
| Q2 2020 | $6,360,000 | +21.1% | 52,834 | +0.6% | 2.01% | +1.5% |
| Q1 2020 | $5,250,000 | -38.1% | 52,535 | -0.4% | 1.98% | -22.9% |
| Q4 2019 | $8,485,000 | +5.5% | 52,765 | -1.5% | 2.57% | -7.0% |
| Q3 2019 | $8,046,000 | +0.5% | 53,574 | -0.6% | 2.76% | -3.0% |
| Q2 2019 | $8,007,000 | -0.3% | 53,875 | -1.1% | 2.84% | -2.4% |
| Q1 2019 | $8,034,000 | +11.7% | 54,451 | -0.2% | 2.91% | -1.4% |
| Q4 2018 | $7,193,000 | -21.2% | 54,553 | -0.3% | 2.95% | -4.4% |
| Q3 2018 | $9,131,000 | +2.1% | 54,702 | -0.2% | 3.09% | -1.1% |
| Q2 2018 | $8,945,000 | +7.3% | 54,789 | -0.8% | 3.12% | +4.7% |
| Q1 2018 | $8,333,000 | -1.2% | 55,246 | +0.6% | 2.98% | -1.7% |
| Q4 2017 | $8,432,000 | +3.9% | 54,908 | +0.4% | 3.04% | -0.2% |
| Q3 2017 | $8,114,000 | +6.5% | 54,712 | +0.4% | 3.04% | +3.3% |
| Q2 2017 | $7,616,000 | +0.8% | 54,472 | -0.1% | 2.94% | -1.6% |
| Q1 2017 | $7,559,000 | -1.1% | 54,521 | -0.1% | 2.99% | -4.7% |
| Q4 2016 | $7,641,000 | +14.1% | 54,576 | +1.8% | 3.14% | +12.8% |
| Q3 2016 | $6,694,000 | +7.0% | 53,637 | +0.2% | 2.78% | +2.5% |
| Q2 2016 | $6,255,000 | +2.5% | 53,536 | -0.6% | 2.71% | +0.3% |
| Q1 2016 | $6,103,000 | +5.0% | 53,856 | +0.2% | 2.71% | +2.6% |
| Q4 2015 | $5,811,000 | +3.4% | 53,727 | +0.2% | 2.64% | +0.1% |
| Q3 2015 | $5,621,000 | -12.4% | 53,642 | -1.6% | 2.63% | -9.0% |
| Q2 2015 | $6,417,000 | -2.0% | 54,491 | -1.0% | 2.89% | -4.7% |
| Q1 2015 | $6,546,000 | +0.0% | 55,051 | -0.8% | 3.04% | -7.9% |
| Q4 2014 | $6,545,000 | +9.4% | 55,494 | -0.5% | 3.30% | +3.1% |
| Q3 2014 | $5,985,000 | -7.4% | 55,781 | -0.4% | 3.20% | -8.4% |
| Q2 2014 | $6,464,000 | +0.8% | 56,003 | -0.9% | 3.49% | -5.3% |
| Q1 2014 | $6,412,000 | +1.1% | 56,520 | -0.8% | 3.68% | -4.6% |
| Q4 2013 | $6,342,000 | +8.6% | 56,999 | -0.2% | 3.86% | +1.6% |
| Q3 2013 | $5,838,000 | +8.5% | 57,113 | -0.8% | 3.80% | +2.8% |
| Q2 2013 | $5,382,000 | – | 57,602 | – | 3.70% | – |
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% |