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 | $7,377 | -6.2% | 82,689 | -0.0% | 1.13% | -3.8% |
| Q2 2023 | $7,865 | +1.4% | 82,714 | -0.2% | 1.18% | -7.8% |
| Q1 2023 | $7,759 | +2.2% | 82,900 | -0.3% | 1.28% | -3.3% |
| Q4 2022 | $7,591 | -99.9% | 83,134 | +1.7% | 1.32% | +0.5% |
| Q3 2022 | $6,740,000 | -7.8% | 81,747 | -0.5% | 1.31% | -4.2% |
| Q2 2022 | $7,313,000 | -13.0% | 82,142 | +0.0% | 1.37% | -2.0% |
| Q1 2022 | $8,410,000 | -0.6% | 82,139 | +1.4% | 1.40% | +2.4% |
| Q4 2021 | $8,461,000 | +3.8% | 80,969 | +0.0% | 1.36% | -6.2% |
| Q3 2021 | $8,151,000 | -4.0% | 80,966 | +0.6% | 1.46% | -4.5% |
| Q2 2021 | $8,487,000 | +4.2% | 80,499 | -0.5% | 1.52% | +1.9% |
| Q1 2021 | $8,148,000 | +23.7% | 80,880 | -0.1% | 1.50% | +2.8% |
| Q4 2020 | $6,585,000 | +25.1% | 80,987 | +88.4% | 1.45% | +10.7% |
| Q3 2020 | $5,263,000 | -0.6% | 42,995 | -2.3% | 1.31% | -6.1% |
| Q2 2020 | $5,296,000 | +27.5% | 43,996 | +5.8% | 1.40% | +7.3% |
| Q1 2020 | $4,155,000 | -40.7% | 41,570 | -4.6% | 1.30% | -27.1% |
| Q4 2019 | $7,009,000 | +0.3% | 43,591 | -2.1% | 1.79% | -7.6% |
| Q3 2019 | $6,986,000 | +6.3% | 44,543 | +0.8% | 1.93% | +4.1% |
| Q2 2019 | $6,569,000 | -4.6% | 44,202 | -5.3% | 1.86% | -0.3% |
| Q1 2019 | $6,885,000 | +13.4% | 46,663 | +1.4% | 1.86% | +4.0% |
| Q4 2018 | $6,070,000 | -19.1% | 46,037 | +2.4% | 1.79% | -15.4% |
| Q3 2018 | $7,507,000 | +2.0% | 44,969 | -0.3% | 2.12% | -7.9% |
| Q2 2018 | $7,361,000 | +9.3% | 45,085 | +1.0% | 2.30% | +5.5% |
| Q1 2018 | $6,734,000 | +0.5% | 44,642 | +2.3% | 2.18% | -1.4% |
| Q4 2017 | $6,702,000 | +3.8% | 43,643 | +0.3% | 2.21% | -2.3% |
| Q3 2017 | $6,454,000 | +6.9% | 43,519 | +0.8% | 2.26% | +2.0% |
| Q2 2017 | $6,036,000 | +0.8% | 43,169 | -0.0% | 2.22% | -3.8% |
| Q1 2017 | $5,986,000 | +2.7% | 43,172 | +3.7% | 2.31% | -4.2% |
| Q4 2016 | $5,829,000 | +14.8% | 41,631 | +2.4% | 2.41% | +7.8% |
| Q3 2016 | $5,077,000 | +7.4% | 40,674 | +0.5% | 2.23% | +0.5% |
| Q2 2016 | $4,728,000 | +4.3% | 40,473 | +1.2% | 2.22% | -1.6% |
| Q1 2016 | $4,532,000 | +6.8% | 39,996 | +1.9% | 2.26% | +2.0% |
| Q4 2015 | $4,244,000 | +3.5% | 39,234 | +0.3% | 2.21% | -2.2% |
| Q3 2015 | $4,101,000 | -9.1% | 39,133 | +2.2% | 2.26% | -3.2% |
| Q2 2015 | $4,510,000 | -1.0% | 38,299 | -0.0% | 2.34% | -1.1% |
| Q1 2015 | $4,555,000 | +1.7% | 38,303 | +0.8% | 2.36% | -3.2% |
| Q4 2014 | $4,481,000 | +9.6% | 37,995 | -0.3% | 2.44% | +5.0% |
| Q3 2014 | $4,087,000 | -10.6% | 38,098 | -3.8% | 2.32% | -9.3% |
| Q2 2014 | $4,573,000 | +3.6% | 39,616 | +1.8% | 2.56% | -1.2% |
| Q1 2014 | $4,416,000 | +8.3% | 38,924 | +6.2% | 2.60% | -4.1% |
| Q4 2013 | $4,077,000 | – | 36,645 | – | 2.71% | – |
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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% |