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 | $27,793,639 | -7.4% | 311,518 | -1.3% | 1.35% | -2.2% |
| Q2 2023 | $30,017,569 | +0.1% | 315,675 | -1.5% | 1.38% | -11.2% |
| Q1 2023 | $29,992,731 | +1.5% | 320,469 | -0.9% | 1.55% | -2.2% |
| Q4 2022 | $29,535,323 | +6.9% | 323,462 | -3.5% | 1.59% | -5.1% |
| Q3 2022 | $27,639,000 | -7.9% | 335,218 | -0.6% | 1.67% | -1.4% |
| Q2 2022 | $30,021,000 | -6.5% | 337,205 | +7.5% | 1.70% | +5.1% |
| Q1 2022 | $32,124,000 | +1.0% | 313,746 | +3.0% | 1.61% | +4.7% |
| Q4 2021 | $31,814,000 | -88.1% | 304,469 | -90.8% | 1.54% | -86.7% |
| Q3 2021 | $267,391,000 | +712.4% | 3,323,469 | +964.6% | 11.61% | +552.6% |
| Q2 2021 | $32,915,000 | +3.2% | 312,194 | -1.4% | 1.78% | -5.9% |
| Q1 2021 | $31,902,000 | +22.9% | 316,675 | -0.8% | 1.89% | +6.7% |
| Q4 2020 | $25,959,000 | +25.2% | 319,256 | +88.4% | 1.77% | +61.0% |
| Q3 2020 | $20,742,000 | +2.7% | 169,435 | +1.0% | 1.10% | -37.1% |
| Q2 2020 | $20,196,000 | +25.8% | 167,785 | +4.4% | 1.75% | -38.9% |
| Q1 2020 | $16,054,000 | +1431.9% | 160,638 | +2364.5% | 2.86% | +1482.3% |
| Q4 2019 | $1,048,000 | +12.2% | 6,518 | +4.8% | 0.18% | -10.0% |
| Q3 2019 | $934,000 | +14.2% | 6,221 | +13.0% | 0.20% | +5.2% |
| Q2 2019 | $818,000 | -0.5% | 5,503 | -1.2% | 0.19% | -2.1% |
| Q1 2019 | $822,000 | +24.0% | 5,570 | +10.8% | 0.20% | +9.6% |
| Q4 2018 | $663,000 | -21.9% | 5,026 | -1.1% | 0.18% | -9.6% |
| Q3 2018 | $849,000 | +3.0% | 5,084 | +0.8% | 0.20% | -14.3% |
| Q2 2018 | $824,000 | +12.0% | 5,045 | +3.4% | 0.23% | +5.0% |
| Q1 2018 | $736,000 | -0.9% | 4,877 | +0.8% | 0.22% | -2.2% |
| Q4 2017 | $743,000 | +3.1% | 4,838 | -0.4% | 0.22% | -5.9% |
| Q3 2017 | $721,000 | +17.0% | 4,859 | +10.3% | 0.24% | -5.6% |
| Q2 2017 | $616,000 | +4.2% | 4,404 | +1.6% | 0.25% | -1.6% |
| Q1 2017 | $591,000 | -2.5% | 4,335 | +0.1% | 0.26% | -0.4% |
| Q4 2016 | $606,000 | +16.5% | 4,330 | 0.0% | 0.26% | +11.7% |
| Q3 2016 | $520,000 | +3.2% | 4,330 | +0.4% | 0.23% | +1.3% |
| Q2 2016 | $504,000 | – | 4,313 | – | 0.23% | – |
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% |