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 | $3,385,007 | -11.1% | 37,940 | 0.0% | 0.41% | -5.3% |
| Q2 2023 | $3,809,556 | +10.2% | 37,940 | 0.0% | 0.43% | +3.3% |
| Q1 2023 | $3,455,576 | -0.3% | 37,940 | 0.0% | 0.42% | -7.9% |
| Q4 2022 | $3,464,301 | +10.8% | 37,940 | 0.0% | 0.46% | -11.1% |
| Q3 2022 | $3,128,000 | -7.4% | 37,940 | 0.0% | 0.51% | +2.0% |
| Q2 2022 | $3,378,000 | -13.1% | 37,940 | 0.0% | 0.50% | +0.2% |
| Q1 2022 | $3,885,000 | +33.1% | 37,940 | +35.8% | 0.50% | +31.8% |
| Q4 2021 | $2,919,000 | -23.6% | 27,940 | -26.4% | 0.38% | -25.8% |
| Q3 2021 | $3,819,000 | -4.5% | 37,940 | 0.0% | 0.51% | -7.4% |
| Q2 2021 | $4,000,000 | +4.7% | 37,940 | 0.0% | 0.55% | +0.4% |
| Q1 2021 | $3,822,000 | +23.9% | 37,940 | 0.0% | 0.55% | +12.2% |
| Q4 2020 | $3,085,000 | +32.9% | 37,940 | +100.0% | 0.49% | +47.0% |
| Q3 2020 | $2,322,000 | +1.7% | 18,970 | 0.0% | 0.33% | +18.0% |
| Q2 2020 | $2,283,000 | +20.4% | 18,970 | 0.0% | 0.28% | -8.1% |
| Q1 2020 | $1,896,000 | -37.8% | 18,970 | 0.0% | 0.31% | +10.0% |
| Q4 2019 | $3,050,000 | – | 18,970 | – | 0.28% | – |
Download | ||||||
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% |