ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,329,825 | -8.4% | 104,571 | -2.4% | 1.59% | -5.6% |
| Q2 2023 | $10,186,326 | +1.5% | 107,123 | -0.1% | 1.68% | -5.3% |
| Q1 2023 | $10,031,257 | +0.4% | 107,183 | -2.0% | 1.78% | -6.0% |
| Q4 2022 | $9,991,597 | +4.9% | 109,425 | -5.3% | 1.89% | -5.2% |
| Q3 2022 | $9,528,000 | -12.9% | 115,562 | -6.0% | 1.99% | -6.7% |
| Q2 2022 | $10,941,000 | -17.7% | 122,887 | -5.4% | 2.14% | -5.4% |
| Q1 2022 | $13,300,000 | -2.3% | 129,893 | -0.3% | 2.26% | -5.3% |
| Q4 2021 | $13,615,000 | +1.6% | 130,295 | -2.1% | 2.39% | -8.2% |
| Q3 2021 | $13,399,000 | -7.5% | 133,103 | -3.1% | 2.60% | -8.3% |
| Q2 2021 | $14,478,000 | -0.7% | 137,326 | -5.1% | 2.84% | -10.1% |
| Q1 2021 | $14,574,000 | +16.4% | 144,665 | -6.1% | 3.16% | +8.3% |
| Q4 2020 | $12,523,000 | +28.6% | 154,013 | +93.6% | 2.91% | +10.3% |
| Q3 2020 | $9,737,000 | -2.0% | 79,534 | -3.6% | 2.64% | -5.1% |
| Q2 2020 | $9,932,000 | +25.0% | 82,512 | +3.8% | 2.78% | +1.0% |
| Q1 2020 | $7,947,000 | +66.8% | 79,515 | +168.4% | 2.76% | +107.3% |
| Q4 2019 | $4,764,000 | +8.2% | 29,624 | +1.1% | 1.33% | -0.7% |
| Q3 2019 | $4,401,000 | +0.3% | 29,301 | -0.8% | 1.34% | +1.4% |
| Q2 2019 | $4,388,000 | +0.4% | 29,528 | -0.3% | 1.32% | -2.9% |
| Q1 2019 | $4,369,000 | +12.3% | 29,613 | +0.3% | 1.36% | -2.6% |
| Q4 2018 | $3,891,000 | +9.4% | 29,513 | +38.5% | 1.40% | +27.4% |
| Q3 2018 | $3,556,000 | +0.3% | 21,304 | -1.8% | 1.10% | -4.4% |
| Q2 2018 | $3,544,000 | +15.4% | 21,705 | +6.6% | 1.15% | +12.8% |
| Q1 2018 | $3,070,000 | -3.7% | 20,355 | -2.0% | 1.02% | -2.8% |
| Q4 2017 | $3,188,000 | -1.3% | 20,762 | -4.6% | 1.05% | -6.9% |
| Q3 2017 | $3,229,000 | +6.1% | 21,771 | 0.0% | 1.12% | -0.9% |
| Q2 2017 | $3,044,000 | -11.5% | 21,771 | -12.3% | 1.13% | -17.1% |
| Q1 2017 | $3,440,000 | -1.7% | 24,811 | -0.7% | 1.37% | -12.3% |
| Q4 2016 | $3,500,000 | -12.5% | 24,995 | -22.0% | 1.56% | -15.9% |
| Q3 2016 | $4,002,000 | +4.8% | 32,065 | -1.9% | 1.85% | +0.1% |
| Q2 2016 | $3,819,000 | +3.1% | 32,695 | 0.0% | 1.85% | +0.1% |
| Q1 2016 | $3,705,000 | +67.6% | 32,695 | +60.0% | 1.85% | +69.2% |
| Q4 2015 | $2,211,000 | +31.5% | 20,439 | +27.4% | 1.09% | +21.2% |
| Q3 2015 | $1,681,000 | -27.0% | 16,039 | -18.0% | 0.90% | -27.1% |
| Q2 2015 | $2,303,000 | +0.1% | 19,556 | +1.1% | 1.24% | -6.6% |
| Q1 2015 | $2,301,000 | +58.0% | 19,349 | +56.7% | 1.32% | +55.0% |
| Q4 2014 | $1,456,000 | – | 12,349 | – | 0.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |