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 | $1,107,972 | -6.0% | 12,419 | +0.2% | 0.01% | -7.7% |
| Q2 2023 | $1,178,766 | -15.7% | 12,396 | -19.0% | 0.01% | -23.5% |
| Q1 2023 | $1,398,113 | -0.4% | 15,300 | -18.4% | 0.02% | -55.3% |
| Q4 2022 | $1,403,927 | -11.9% | 18,749 | -3.0% | 0.04% | +46.2% |
| Q3 2022 | $1,593,000 | -84.2% | 19,321 | -83.0% | 0.03% | -84.4% |
| Q2 2022 | $10,096,000 | +603.1% | 113,392 | +708.6% | 0.17% | +626.1% |
| Q1 2022 | $1,436,000 | +8.0% | 14,024 | +10.2% | 0.02% | +15.0% |
| Q4 2021 | $1,330,000 | +436.3% | 12,729 | +417.2% | 0.02% | +233.3% |
| Q3 2021 | $248,000 | -34.4% | 2,461 | -31.4% | 0.01% | -40.0% |
| Q2 2021 | $378,000 | +23.5% | 3,590 | +18.2% | 0.01% | +11.1% |
| Q1 2021 | $306,000 | +20.9% | 3,037 | -2.6% | 0.01% | +12.5% |
| Q4 2020 | $253,000 | +12.9% | 3,117 | +39.1% | 0.01% | -27.3% |
| Q1 2020 | $224,000 | -72.2% | 2,241 | -55.3% | 0.01% | -65.6% |
| Q4 2019 | $806,000 | +5.8% | 5,018 | -1.1% | 0.03% | -5.9% |
| Q3 2019 | $762,000 | +61.1% | 5,076 | +59.5% | 0.03% | +17.2% |
| Q2 2019 | $473,000 | -14.6% | 3,182 | -15.2% | 0.03% | -19.4% |
| Q1 2019 | $554,000 | -13.0% | 3,753 | -22.3% | 0.04% | -12.2% |
| Q4 2018 | $637,000 | -13.0% | 4,831 | +10.1% | 0.04% | -26.8% |
| Q3 2018 | $732,000 | -0.7% | 4,388 | -2.1% | 0.06% | -16.4% |
| Q2 2018 | $737,000 | +55.8% | 4,480 | +39.5% | 0.07% | +24.1% |
| Q1 2018 | $473,000 | +33.6% | 3,212 | +41.7% | 0.05% | +12.5% |
| Q4 2017 | $354,000 | +7.9% | 2,266 | +3.0% | 0.05% | -5.9% |
| Q3 2017 | $328,000 | -99.9% | 2,200 | 0.0% | 0.05% | -3.8% |
| Q2 2017 | $305,624,000 | – | 2,200 | – | 0.05% | – |
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% |