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 | – | 1,000 | +11.1% | 0.00% | – |
| Q1 2023 | $0 | – | 900 | +80.0% | 0.00% | – |
| Q4 2022 | $0 | -100.0% | 500 | -80.7% | 0.00% | -100.0% |
| Q3 2022 | $73,000 | -31.8% | 2,596 | -16.3% | 0.01% | -28.6% |
| Q2 2022 | $107,000 | -12.3% | 3,100 | +29.2% | 0.01% | +16.7% |
| Q1 2022 | $122,000 | +916.7% | 2,400 | +200.0% | 0.01% | +500.0% |
| Q4 2021 | $12,000 | -36.8% | 800 | -42.9% | 0.00% | 0.0% |
| Q2 2021 | $19,000 | -72.9% | 1,400 | -12.5% | 0.00% | -66.7% |
| Q1 2021 | $70,000 | +6900.0% | 1,600 | +100.0% | 0.00% | – |
| Q4 2020 | $1,000 | – | 800 | +700.0% | 0.00% | – |
| Q3 2020 | $0 | -100.0% | 100 | -74.9% | 0.00% | -100.0% |
| Q2 2020 | $48,000 | +23.1% | 399 | 0.0% | 0.00% | +50.0% |
| Q1 2020 | $39,000 | +18.2% | 399 | -33.4% | 0.00% | 0.0% |
| Q4 2019 | $33,000 | -72.7% | 599 | -53.9% | 0.00% | -81.8% |
| Q3 2019 | $121,000 | +303.3% | 1,299 | +333.0% | 0.01% | +266.7% |
| Q1 2018 | $30,000 | 0.0% | 300 | -40.0% | 0.00% | +200.0% |
| Q4 2017 | $30,000 | +87.5% | 500 | -77.3% | 0.00% | 0.0% |
| Q3 2017 | $16,000 | +700.0% | 2,200 | +450.0% | 0.00% | – |
| Q2 2017 | $2,000 | -96.2% | 400 | -62.7% | 0.00% | -100.0% |
| Q1 2017 | $52,000 | +188.9% | 1,073 | +78.8% | 0.00% | +100.0% |
| Q4 2016 | $18,000 | -93.1% | 600 | -80.8% | 0.00% | -90.9% |
| Q3 2016 | $261,000 | +190.0% | 3,124 | +54.3% | 0.01% | +175.0% |
| Q2 2016 | $90,000 | +373.7% | 2,024 | -22.2% | 0.00% | +300.0% |
| Q1 2016 | $19,000 | -70.3% | 2,600 | +160.8% | 0.00% | -75.0% |
| Q4 2015 | $64,000 | – | 997 | – | 0.00% | – |
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% |