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 | $2,290,489 | -5.6% | 25,675 | +2.2% | 0.02% | -4.8% |
| Q2 2023 | $2,425,486 | +10.1% | 25,116 | +6.7% | 0.02% | 0.0% |
| Q1 2023 | $2,203,186 | +426.9% | 23,541 | -0.5% | 0.02% | 0.0% |
| Q4 2022 | $418,152 | -74.2% | 23,668 | +20.6% | 0.02% | +10.5% |
| Q3 2022 | $1,618,000 | -62.1% | 19,619 | -59.1% | 0.02% | -50.0% |
| Q2 2022 | $4,272,000 | -23.1% | 47,984 | -11.5% | 0.04% | -11.6% |
| Q1 2022 | $5,552,000 | +17.1% | 54,223 | +19.5% | 0.04% | +19.4% |
| Q4 2021 | $4,742,000 | +26.4% | 45,383 | +21.8% | 0.04% | +50.0% |
| Q3 2021 | $3,752,000 | -70.4% | 37,275 | -69.0% | 0.02% | -78.4% |
| Q2 2021 | $12,674,000 | +64.3% | 120,209 | +57.0% | 0.11% | +50.0% |
| Q1 2021 | $7,715,000 | +355.7% | 76,579 | +267.9% | 0.07% | +311.1% |
| Q4 2020 | $1,693,000 | +40.1% | 20,817 | +110.9% | 0.02% | +12.5% |
| Q3 2020 | $1,208,000 | -5.0% | 9,869 | -6.6% | 0.02% | -11.1% |
| Q2 2020 | $1,272,000 | -3.9% | 10,565 | -20.2% | 0.02% | -25.0% |
| Q1 2020 | $1,323,000 | -72.7% | 13,241 | -56.1% | 0.02% | -68.0% |
| Q4 2019 | $4,854,000 | +96.9% | 30,187 | +84.8% | 0.08% | +97.4% |
| Q3 2019 | $2,465,000 | -3.1% | 16,335 | -4.9% | 0.04% | -17.4% |
| Q2 2019 | $2,545,000 | +0.3% | 17,178 | +0.2% | 0.05% | -8.0% |
| Q1 2019 | $2,538,000 | +15.6% | 17,149 | +3.0% | 0.05% | -5.7% |
| Q4 2018 | $2,195,000 | -85.6% | 16,645 | -81.8% | 0.05% | -83.1% |
| Q3 2018 | $15,296,000 | +721.0% | 91,632 | +708.3% | 0.31% | +912.9% |
| Q2 2018 | $1,863,000 | -77.6% | 11,337 | -79.4% | 0.03% | -90.5% |
| Q1 2018 | $8,314,000 | +365.5% | 55,118 | +381.4% | 0.32% | +333.3% |
| Q4 2017 | $1,786,000 | -58.2% | 11,449 | -60.0% | 0.08% | -29.2% |
| Q3 2017 | $4,277,000 | +54.6% | 28,649 | +43.9% | 0.11% | +41.3% |
| Q2 2017 | $2,766,000 | -11.4% | 19,909 | -13.9% | 0.08% | -13.8% |
| Q1 2017 | $3,121,000 | -5.5% | 23,118 | -1.5% | 0.09% | -19.4% |
| Q4 2016 | $3,304,000 | +126.0% | 23,474 | +98.5% | 0.11% | +80.0% |
| Q3 2016 | $1,462,000 | +19.4% | 11,824 | +12.0% | 0.06% | +22.4% |
| Q2 2016 | $1,224,000 | +4.9% | 10,560 | +2.1% | 0.05% | -12.5% |
| Q1 2016 | $1,167,000 | -12.3% | 10,343 | -16.1% | 0.06% | -12.5% |
| Q4 2015 | $1,331,000 | +1.3% | 12,334 | -1.8% | 0.06% | -11.1% |
| Q3 2015 | $1,314,000 | -17.3% | 12,560 | -6.9% | 0.07% | -4.0% |
| Q2 2015 | $1,589,000 | -25.3% | 13,488 | -24.6% | 0.08% | -39.0% |
| Q1 2015 | $2,127,000 | +52.5% | 17,887 | +51.3% | 0.12% | +36.7% |
| Q4 2014 | $1,395,000 | +14.0% | 11,825 | +3.6% | 0.09% | +5.9% |
| Q3 2014 | $1,224,000 | -3.8% | 11,410 | +3.5% | 0.08% | -22.0% |
| Q2 2014 | $1,273,000 | +6.6% | 11,029 | +4.8% | 0.11% | -13.5% |
| Q1 2014 | $1,194,000 | +24.9% | 10,521 | +22.5% | 0.13% | +17.8% |
| Q4 2013 | $956,000 | – | 8,589 | – | 0.11% | – |
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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% |