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 | $2,208,195 | -2.2% | 24,750 | +4.2% | 0.96% | +3.0% |
| Q2 2023 | $2,258,388 | +6.1% | 23,750 | +4.4% | 0.94% | -0.1% |
| Q1 2023 | $2,129,173 | -3.0% | 22,750 | -5.4% | 0.94% | -9.2% |
| Q4 2022 | $2,196,006 | +8.6% | 24,050 | -2.0% | 1.03% | -1.0% |
| Q3 2022 | $2,023,000 | -7.9% | 24,530 | -0.6% | 1.04% | -6.5% |
| Q2 2022 | $2,197,000 | -8.5% | 24,680 | +5.2% | 1.11% | +9.1% |
| Q1 2022 | $2,401,000 | +0.5% | 23,453 | +2.6% | 1.02% | +4.8% |
| Q4 2021 | $2,388,000 | +5.4% | 22,850 | +1.6% | 0.97% | -4.3% |
| Q3 2021 | $2,265,000 | -4.4% | 22,500 | +0.1% | 1.02% | -4.4% |
| Q2 2021 | $2,370,000 | +2.3% | 22,480 | -2.2% | 1.06% | -3.4% |
| Q1 2021 | $2,316,000 | +21.8% | 22,990 | -1.7% | 1.10% | +14.7% |
| Q4 2020 | $1,902,000 | +32.8% | 23,390 | +100.0% | 0.96% | +16.6% |
| Q3 2020 | $1,432,000 | +3.0% | 11,695 | +1.3% | 0.82% | -3.3% |
| Q2 2020 | $1,390,000 | +34.4% | 11,545 | +11.6% | 0.85% | +13.2% |
| Q1 2020 | $1,034,000 | -36.6% | 10,345 | +2.0% | 0.75% | -20.6% |
| Q4 2019 | $1,631,000 | +27.4% | 10,145 | +19.1% | 0.95% | +19.7% |
| Q3 2019 | $1,280,000 | +6.0% | 8,520 | +4.9% | 0.79% | +5.7% |
| Q2 2019 | $1,207,000 | -7.2% | 8,120 | -7.9% | 0.75% | -10.1% |
| Q1 2019 | $1,301,000 | +10.6% | 8,820 | -1.1% | 0.83% | -6.0% |
| Q4 2018 | $1,176,000 | -25.0% | 8,920 | -5.0% | 0.88% | -4.1% |
| Q3 2018 | $1,567,000 | +3.6% | 9,385 | +1.3% | 0.92% | -2.8% |
| Q2 2018 | $1,513,000 | +1.7% | 9,265 | -6.1% | 0.95% | +0.3% |
| Q1 2018 | $1,488,000 | -1.8% | 9,865 | 0.0% | 0.95% | +2.0% |
| Q4 2017 | $1,515,000 | +4.1% | 9,865 | +0.5% | 0.93% | +3.0% |
| Q3 2017 | $1,456,000 | +6.1% | 9,815 | 0.0% | 0.90% | +2.0% |
| Q2 2017 | $1,372,000 | +8.1% | 9,815 | +7.2% | 0.88% | +7.3% |
| Q1 2017 | $1,269,000 | -15.1% | 9,155 | -14.3% | 0.82% | -14.6% |
| Q4 2016 | $1,495,000 | +12.2% | 10,680 | 0.0% | 0.96% | +8.8% |
| Q3 2016 | $1,333,000 | -2.0% | 10,680 | -8.2% | 0.89% | -1.9% |
| Q2 2016 | $1,360,000 | +3.1% | 11,640 | 0.0% | 0.90% | +4.0% |
| Q1 2016 | $1,319,000 | +9.5% | 11,640 | +4.5% | 0.87% | +3.6% |
| Q4 2015 | $1,205,000 | +23.7% | 11,140 | +19.9% | 0.84% | +21.8% |
| Q3 2015 | $974,000 | -11.0% | 9,290 | 0.0% | 0.69% | -1.6% |
| Q2 2015 | $1,094,000 | +14.1% | 9,290 | +15.2% | 0.70% | +14.2% |
| Q1 2015 | $959,000 | +4.1% | 8,065 | +3.3% | 0.61% | +1.8% |
| Q4 2014 | $921,000 | – | 7,805 | – | 0.60% | – |
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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% |