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 | $788,979 | +1.3% | 8,843 | +8.0% | 0.01% | 0.0% |
| Q2 2023 | $778,724 | -14.2% | 8,189 | -15.6% | 0.01% | -18.8% |
| Q1 2023 | $907,869 | +5.1% | 9,700 | +2.5% | 0.02% | 0.0% |
| Q4 2022 | $864,099 | +29.9% | 9,463 | +17.2% | 0.02% | +14.3% |
| Q3 2022 | $665,000 | +56.8% | 8,071 | +69.4% | 0.01% | +55.6% |
| Q2 2022 | $424,000 | +7.3% | 4,764 | +23.6% | 0.01% | 0.0% |
| Q1 2022 | $395,000 | +6.5% | 3,855 | +8.5% | 0.01% | +12.5% |
| Q4 2021 | $371,000 | -5.8% | 3,554 | -9.2% | 0.01% | 0.0% |
| Q3 2021 | $394,000 | -25.4% | 3,912 | -21.9% | 0.01% | -42.9% |
| Q2 2021 | $528,000 | -13.7% | 5,010 | -17.6% | 0.01% | -6.7% |
| Q1 2021 | $612,000 | +24.1% | 6,078 | +0.2% | 0.02% | 0.0% |
| Q4 2020 | $493,000 | -20.2% | 6,064 | -1.9% | 0.02% | -42.3% |
| Q1 2020 | $618,000 | – | 6,184 | – | 0.03% | – |
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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% |