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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $476,522 | -19.0% | 5,341 | -13.6% | 0.02% | -16.7% |
| Q2 2023 | $588,123 | -14.0% | 6,185 | -15.4% | 0.02% | -18.2% |
| Q1 2023 | $684,178 | +1.5% | 7,310 | -1.0% | 0.02% | -4.3% |
| Q4 2022 | $674,278 | +11.3% | 7,384 | +0.4% | 0.02% | -17.9% |
| Q3 2022 | $606,000 | -7.5% | 7,354 | 0.0% | 0.03% | -9.7% |
| Q2 2022 | $655,000 | -12.8% | 7,354 | +0.3% | 0.03% | -3.1% |
| Q1 2022 | $751,000 | -2.2% | 7,334 | -0.2% | 0.03% | +6.7% |
| Q4 2021 | $768,000 | +4.1% | 7,351 | +0.3% | 0.03% | -16.7% |
| Q3 2021 | $738,000 | -8.3% | 7,329 | -4.0% | 0.04% | -16.3% |
| Q2 2021 | $805,000 | -18.3% | 7,635 | -22.0% | 0.04% | -23.2% |
| Q1 2021 | $985,000 | -11.4% | 9,783 | -28.4% | 0.06% | -17.6% |
| Q4 2020 | $1,112,000 | +8.3% | 13,671 | +63.0% | 0.07% | -5.6% |
| Q3 2020 | $1,027,000 | -45.4% | 8,386 | -28.4% | 0.07% | -44.6% |
| Q4 2019 | $1,882,000 | +13.2% | 11,705 | +5.8% | 0.13% | +11.1% |
| Q3 2019 | $1,662,000 | -4.5% | 11,068 | -5.5% | 0.12% | -10.0% |
| Q2 2019 | $1,741,000 | -7.8% | 11,712 | -8.5% | 0.13% | -14.5% |
| Q1 2019 | $1,888,000 | -23.3% | 12,797 | -31.4% | 0.15% | -47.6% |
| Q4 2018 | $2,461,000 | – | 18,667 | – | 0.29% | – |
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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% |