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 | $161,863 | -5.6% | 1,814 | +0.6% | 0.08% | -2.5% |
| Q2 2023 | $171,499 | +2.0% | 1,804 | +0.4% | 0.08% | +1.3% |
| Q1 2023 | $168,095 | +2.9% | 1,796 | +0.3% | 0.08% | 0.0% |
| Q4 2022 | $163,408 | +11.2% | 1,790 | +0.3% | 0.08% | +2.6% |
| Q3 2022 | $147,000 | -7.0% | 1,785 | +0.6% | 0.08% | -1.3% |
| Q2 2022 | $158,000 | -12.7% | 1,774 | +0.3% | 0.08% | +2.6% |
| Q1 2022 | $181,000 | -1.6% | 1,768 | +0.3% | 0.08% | -19.1% |
| Q4 2021 | $184,000 | +4.0% | 1,763 | +0.5% | 0.09% | +19.0% |
| Q3 2021 | $177,000 | -3.8% | 1,755 | +0.5% | 0.08% | -2.5% |
| Q2 2021 | $184,000 | +4.5% | 1,746 | +0.2% | 0.08% | 0.0% |
| Q1 2021 | $176,000 | +24.8% | 1,742 | +0.3% | 0.08% | +12.5% |
| Q4 2020 | $141,000 | +33.0% | 1,736 | +100.0% | 0.07% | +12.5% |
| Q3 2020 | $106,000 | +1.9% | 868 | +0.5% | 0.06% | -3.0% |
| Q2 2020 | $104,000 | +20.9% | 864 | +0.5% | 0.07% | +4.8% |
| Q1 2020 | $86,000 | -37.7% | 860 | +0.5% | 0.06% | -16.0% |
| Q4 2019 | $138,000 | +7.8% | 856 | +0.6% | 0.08% | +2.7% |
| Q3 2019 | $128,000 | +1.6% | 851 | +0.5% | 0.07% | 0.0% |
| Q2 2019 | $126,000 | +0.8% | 847 | +0.4% | 0.07% | -2.7% |
| Q1 2019 | $125,000 | +12.6% | 844 | +0.4% | 0.08% | -3.8% |
| Q4 2018 | $111,000 | -20.1% | 841 | +0.8% | 0.08% | -10.3% |
| Q3 2018 | $139,000 | +2.2% | 834 | +0.4% | 0.09% | -7.4% |
| Q2 2018 | $136,000 | +8.8% | 831 | 0.0% | 0.09% | +8.0% |
| Q1 2018 | $125,000 | -1.6% | 831 | +0.4% | 0.09% | +1.2% |
| Q4 2017 | $127,000 | +4.1% | 828 | +0.7% | 0.09% | -2.3% |
| Q3 2017 | $122,000 | +6.1% | 822 | +0.2% | 0.09% | -1.1% |
| Q2 2017 | $115,000 | +1.8% | 820 | +0.5% | 0.09% | -2.2% |
| Q1 2017 | $113,000 | -0.9% | 816 | 0.0% | 0.09% | -6.2% |
| Q4 2016 | $114,000 | +12.9% | 816 | +0.6% | 0.10% | +15.5% |
| Q3 2016 | $101,000 | +6.3% | 811 | 0.0% | 0.08% | 0.0% |
| Q2 2016 | $95,000 | +4.4% | 811 | +0.7% | 0.08% | +1.2% |
| Q1 2016 | $91,000 | +4.6% | 805 | +0.4% | 0.08% | 0.0% |
| Q4 2015 | $87,000 | – | 802 | – | 0.08% | – |
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% |