ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 19 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $414,874 | +15.5% | 4,025 | 0.0% | 0.01% | 0.0% |
| Q3 2023 | $359,126 | -6.2% | 4,025 | 0.0% | 0.01% | -16.7% |
| Q2 2023 | $382,753 | +1.6% | 4,025 | 0.0% | 0.01% | +9.1% |
| Q1 2023 | $376,716 | +102268.5% | 4,025 | -0.1% | 0.01% | 0.0% |
| Q4 2022 | $368 | -99.9% | 4,029 | +0.8% | 0.01% | 0.0% |
| Q3 2022 | $330,000 | -7.3% | 3,998 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $356,000 | -13.0% | 3,998 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $409,000 | -3.5% | 3,998 | -1.6% | 0.01% | -7.7% |
| Q4 2021 | $424,000 | +4.4% | 4,062 | +0.7% | 0.01% | -7.1% |
| Q3 2021 | $406,000 | -3.8% | 4,032 | +0.9% | 0.01% | -6.7% |
| Q2 2021 | $422,000 | +6.0% | 3,998 | +1.2% | 0.02% | 0.0% |
| Q1 2021 | $398,000 | +23.2% | 3,950 | -0.5% | 0.02% | +7.1% |
| Q4 2020 | $323,000 | +32.9% | 3,970 | +100.0% | 0.01% | +16.7% |
| Q3 2020 | $243,000 | +1.2% | 1,985 | -0.5% | 0.01% | 0.0% |
| Q2 2020 | $240,000 | +11.6% | 1,995 | -7.1% | 0.01% | -14.3% |
| Q1 2020 | $215,000 | -39.6% | 2,147 | -3.1% | 0.01% | -17.6% |
| Q4 2019 | $356,000 | +7.2% | 2,216 | +0.3% | 0.02% | 0.0% |
| Q3 2019 | $332,000 | -0.3% | 2,209 | -1.5% | 0.02% | -5.6% |
| Q2 2019 | $333,000 | -7.8% | 2,242 | -8.4% | 0.02% | -14.3% |
| Q1 2019 | $361,000 | +10.4% | 2,448 | -1.3% | 0.02% | -4.5% |
| Q4 2018 | $327,000 | -19.9% | 2,480 | +1.3% | 0.02% | -8.3% |
| Q3 2018 | $408,000 | +4.3% | 2,447 | +2.3% | 0.02% | 0.0% |
| Q2 2018 | $391,000 | +13.7% | 2,393 | +4.9% | 0.02% | +9.1% |
| Q1 2018 | $344,000 | +0.6% | 2,282 | +2.4% | 0.02% | 0.0% |
| Q4 2017 | $342,000 | +3.6% | 2,228 | 0.0% | 0.02% | -4.3% |
| Q3 2017 | $330,000 | -0.9% | 2,228 | -6.3% | 0.02% | -4.2% |
| Q2 2017 | $333,000 | +5.0% | 2,379 | +4.0% | 0.02% | 0.0% |
| Q1 2017 | $317,000 | +2.9% | 2,288 | +4.1% | 0.02% | -7.7% |
| Q4 2016 | $308,000 | +15.4% | 2,197 | +2.9% | 0.03% | +8.3% |
| Q3 2016 | $267,000 | +6.8% | 2,136 | 0.0% | 0.02% | +4.3% |
| Q2 2016 | $250,000 | -6.0% | 2,136 | -9.0% | 0.02% | -11.5% |
| Q1 2016 | $266,000 | +4.7% | 2,348 | 0.0% | 0.03% | 0.0% |
| Q4 2015 | $254,000 | -9.0% | 2,348 | -11.8% | 0.03% | -16.1% |
| Q3 2015 | $279,000 | -11.1% | 2,663 | 0.0% | 0.03% | -8.8% |
| Q2 2015 | $314,000 | +3.0% | 2,663 | +3.9% | 0.03% | +6.2% |
| Q1 2015 | $305,000 | +1.0% | 2,563 | 0.0% | 0.03% | -3.0% |
| Q4 2014 | $302,000 | -92.8% | 2,563 | -93.1% | 0.03% | -93.1% |
| Q3 2014 | $4,173,000 | -5.5% | 37,325 | -2.5% | 0.48% | -5.3% |
| Q2 2014 | $4,414,000 | -98.2% | 38,267 | +1700.0% | 0.50% | +1583.3% |
| Q1 2014 | $241,195,000 | +98750.4% | 2,126 | -3.2% | 0.03% | -6.2% |
| Q4 2013 | $244,000 | – | 2,197 | – | 0.03% | – |
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% |