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 2018 | $438,000 | +38.6% | 2,623 | +27.6% | 0.17% | +13.0% |
| Q4 2017 | $316,000 | -27.9% | 2,055 | -41.5% | 0.15% | -25.6% |
| Q3 2016 | $438,000 | -24.0% | 3,510 | -28.8% | 0.21% | -27.4% |
| Q2 2016 | $576,000 | +4.3% | 4,933 | +1.3% | 0.28% | -1.4% |
| Q1 2016 | $552,000 | +463.3% | 4,868 | +471.4% | 0.29% | +556.8% |
| Q2 2014 | $98,000 | -30.5% | 852 | -31.7% | 0.04% | -30.2% |
| Q1 2014 | $141,000 | +22.6% | 1,247 | +20.5% | 0.06% | +18.9% |
| Q4 2013 | $115,000 | +3733.3% | 1,035 | +4040.0% | 0.05% | +2550.0% |
| Q3 2013 | $3,000 | +50.0% | 25 | 0.0% | 0.00% | +100.0% |
| Q2 2013 | $2,000 | – | 25 | – | 0.00% | – |
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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% |