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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,545,122 | -0.9% | 14,991 | -14.2% | 0.70% | -8.0% |
| Q3 2023 | $1,559,744 | -12.5% | 17,482 | -6.8% | 0.76% | -8.7% |
| Q2 2023 | $1,783,413 | -41.5% | 18,755 | -42.4% | 0.84% | -44.4% |
| Q1 2023 | $3,048,226 | -3.6% | 32,570 | -5.9% | 1.50% | -0.2% |
| Q4 2022 | $3,160,423 | +8.9% | 34,612 | -1.6% | 1.50% | +4.2% |
| Q3 2022 | $2,901,000 | -28.8% | 35,179 | -23.1% | 1.44% | -28.0% |
| Q2 2022 | $4,072,000 | -8.1% | 45,738 | +5.6% | 2.01% | -4.7% |
| Q1 2022 | $4,433,000 | -1.3% | 43,293 | +0.8% | 2.11% | -1.4% |
| Q4 2021 | $4,490,000 | +4.3% | 42,970 | +0.5% | 2.14% | -5.9% |
| Q3 2021 | $4,305,000 | +8.8% | 42,760 | +10.5% | 2.27% | -0.1% |
| Q2 2021 | $3,956,000 | -10.3% | 38,698 | -11.5% | 2.27% | -18.1% |
| Q1 2021 | $4,411,000 | +48.9% | 43,733 | +20.1% | 2.78% | +48.1% |
| Q4 2020 | $2,962,000 | +33.2% | 36,427 | +100.5% | 1.88% | +22.0% |
| Q3 2020 | $2,224,000 | +10.0% | 18,169 | +8.1% | 1.54% | +0.7% |
| Q2 2020 | $2,022,000 | -25.0% | 16,802 | +0.2% | 1.53% | -27.3% |
| Q4 2019 | $2,696,000 | +16.6% | 16,765 | +8.9% | 2.10% | +3.2% |
| Q3 2019 | $2,312,000 | +47.3% | 15,396 | +45.8% | 2.04% | +61.3% |
| Q2 2019 | $1,570,000 | +477.2% | 10,562 | +472.5% | 1.26% | +501.0% |
| Q1 2019 | $272,000 | – | 1,845 | – | 0.21% | – |
Download | ||||||
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% |