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 | $295,675 | -7.1% | 3,314 | -1.0% | 0.01% | 0.0% |
| Q2 2023 | $318,171 | +2172.6% | 3,346 | +3246.0% | 0.01% | +1200.0% |
| Q4 2016 | $14,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,000 | +9.1% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $11,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $10,000 | -16.7% | 100 | 0.0% | 0.00% | -50.0% |
| Q2 2015 | $12,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $12,000 | -68.4% | 100 | -68.9% | 0.00% | -66.7% |
| Q4 2014 | $38,000 | +192.3% | 322 | +159.7% | 0.01% | +200.0% |
| Q3 2014 | $13,000 | -7.1% | 124 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $14,000 | 0.0% | 124 | 0.0% | 0.00% | -33.3% |
| Q1 2014 | $14,000 | +27.3% | 124 | +24.0% | 0.00% | +50.0% |
| Q4 2013 | $11,000 | +10.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $10,000 | +11.1% | 100 | 0.0% | 0.00% | -33.3% |
| Q2 2013 | $9,000 | – | 100 | – | 0.00% | – |
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% |