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 | $103,020 | -19.4% | 1,155 | -14.1% | 0.14% | -30.1% |
| Q2 2023 | $127,794 | +19.7% | 1,344 | +17.8% | 0.20% | +14.6% |
| Q1 2023 | $106,793 | +4.4% | 1,141 | +1.8% | 0.17% | -2.8% |
| Q4 2022 | $102,338 | +24.8% | 1,121 | +12.9% | 0.18% | +17.3% |
| Q3 2022 | $82,000 | +22.4% | 993 | +31.2% | 0.15% | +37.6% |
| Q2 2022 | $67,000 | +1.5% | 757 | +17.5% | 0.11% | +16.0% |
| Q1 2022 | $66,000 | +17.9% | 644 | +19.3% | 0.09% | +30.6% |
| Q4 2021 | $56,000 | +1.8% | 540 | -1.3% | 0.07% | +1.4% |
| Q3 2021 | $55,000 | -43.3% | 547 | -40.6% | 0.07% | -45.4% |
| Q2 2021 | $97,000 | -2.0% | 921 | -6.7% | 0.13% | -8.5% |
| Q1 2021 | $99,000 | +33.8% | 987 | +7.9% | 0.14% | +29.1% |
| Q4 2020 | $74,000 | +37.0% | 915 | +106.5% | 0.11% | +19.6% |
| Q3 2020 | $54,000 | +1.9% | 443 | +0.5% | 0.09% | -17.9% |
| Q2 2020 | $53,000 | +17.8% | 441 | -1.6% | 0.11% | +16.7% |
| Q1 2020 | $45,000 | -31.8% | 448 | +8.7% | 0.10% | -29.9% |
| Q4 2019 | $66,000 | +37.5% | 412 | +28.3% | 0.14% | +31.7% |
| Q3 2019 | $48,000 | 0.0% | 321 | 0.0% | 0.10% | -16.8% |
| Q2 2019 | $48,000 | +2.1% | 321 | +0.3% | 0.12% | +6.8% |
| Q1 2019 | $47,000 | -43.4% | 320 | -48.9% | 0.12% | -55.8% |
| Q4 2018 | $83,000 | -39.4% | 626 | -23.7% | 0.26% | -38.2% |
| Q3 2018 | $137,000 | – | 820 | – | 0.43% | – |
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% |