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 | $7,781,374 | -8.7% | 87,216 | -2.7% | 0.72% | -7.7% |
| Q2 2023 | $8,519,549 | +4.3% | 89,595 | +2.7% | 0.78% | -3.8% |
| Q1 2023 | $8,165,312 | +2.3% | 87,246 | -0.2% | 0.81% | -5.8% |
| Q4 2022 | $7,979,493 | +10.5% | 87,389 | -0.2% | 0.86% | +1.2% |
| Q3 2022 | $7,219,000 | -7.5% | 87,554 | -0.1% | 0.85% | -1.3% |
| Q2 2022 | $7,805,000 | -13.8% | 87,672 | -0.9% | 0.86% | -2.4% |
| Q1 2022 | $9,054,000 | -2.0% | 88,425 | +0.0% | 0.88% | +7.1% |
| Q4 2021 | $9,239,000 | -0.2% | 88,421 | +0.0% | 0.82% | -13.6% |
| Q3 2021 | $9,258,000 | -15.9% | 88,407 | -15.3% | 0.95% | -16.9% |
| Q2 2021 | $11,007,000 | +4.7% | 104,404 | +0.1% | 1.14% | -26.2% |
| Q1 2021 | $10,508,000 | +23.9% | 104,306 | 0.0% | 1.55% | +15.0% |
| Q4 2020 | $8,481,000 | +32.6% | 104,306 | +99.6% | 1.35% | +16.7% |
| Q3 2020 | $6,397,000 | +1.5% | 52,256 | -0.2% | 1.16% | -7.4% |
| Q2 2020 | $6,300,000 | +17.0% | 52,337 | -2.8% | 1.25% | -2.7% |
| Q1 2020 | $5,383,000 | -41.8% | 53,864 | -6.3% | 1.28% | -29.4% |
| Q4 2019 | $9,246,000 | +8.7% | 57,501 | +1.6% | 1.82% | +4.0% |
| Q3 2019 | $8,503,000 | +1.1% | 56,614 | 0.0% | 1.75% | +2.8% |
| Q2 2019 | $8,414,000 | +0.8% | 56,614 | +0.1% | 1.70% | -1.4% |
| Q1 2019 | $8,348,000 | +11.5% | 56,578 | -0.4% | 1.72% | +0.8% |
| Q4 2018 | $7,488,000 | -20.9% | 56,790 | +0.1% | 1.71% | -11.1% |
| Q3 2018 | $9,466,000 | -3.3% | 56,705 | -5.4% | 1.92% | -0.9% |
| Q2 2018 | $9,790,000 | +16.8% | 59,960 | +7.9% | 1.94% | +12.5% |
| Q1 2018 | $8,385,000 | -1.7% | 55,590 | +0.1% | 1.72% | -0.3% |
| Q4 2017 | $8,531,000 | +0.9% | 55,554 | -2.6% | 1.73% | -4.3% |
| Q3 2017 | $8,457,000 | +7.0% | 57,024 | +0.9% | 1.81% | -0.6% |
| Q2 2017 | $7,901,000 | +24.9% | 56,512 | +23.8% | 1.82% | +16.5% |
| Q1 2017 | $6,328,000 | -3.2% | 45,643 | -2.2% | 1.56% | -14.1% |
| Q4 2016 | $6,536,000 | +44.8% | 46,682 | +29.1% | 1.82% | +41.4% |
| Q3 2016 | $4,514,000 | +4.6% | 36,165 | -2.1% | 1.29% | -1.5% |
| Q2 2016 | $4,315,000 | +4.4% | 36,931 | +1.3% | 1.30% | -7.7% |
| Q1 2016 | $4,132,000 | +3.8% | 36,462 | -0.9% | 1.41% | -2.6% |
| Q4 2015 | $3,981,000 | +3.0% | 36,807 | -0.2% | 1.45% | +0.1% |
| Q3 2015 | $3,865,000 | -11.0% | 36,885 | +0.0% | 1.45% | -4.2% |
| Q2 2015 | $4,342,000 | -17.4% | 36,873 | -16.6% | 1.51% | -19.5% |
| Q1 2015 | $5,258,000 | +20.7% | 44,220 | +19.7% | 1.88% | +16.9% |
| Q4 2014 | $4,358,000 | +37.0% | 36,951 | +24.6% | 1.61% | +24.2% |
| Q3 2014 | $3,181,000 | -7.0% | 29,645 | +0.0% | 1.30% | -2.0% |
| Q2 2014 | $3,420,000 | +4.1% | 29,632 | +2.3% | 1.32% | -8.3% |
| Q1 2014 | $3,286,000 | +2.0% | 28,965 | 0.0% | 1.44% | +0.4% |
| Q4 2013 | $3,223,000 | – | 28,965 | – | 1.44% | – |
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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% |