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 | $1,023,264 | -8.6% | 11,469 | -2.6% | 0.86% | -5.8% |
| Q2 2023 | $1,119,779 | +4.1% | 11,776 | +2.5% | 0.91% | +9.3% |
| Q1 2023 | $1,075,723 | -8.0% | 11,494 | -10.2% | 0.84% | -5.2% |
| Q4 2022 | $1,168,676 | +10.9% | 12,799 | +0.1% | 0.88% | -5.2% |
| Q3 2022 | $1,054,000 | -9.4% | 12,781 | -2.2% | 0.93% | -2.0% |
| Q2 2022 | $1,163,000 | -23.1% | 13,064 | -11.6% | 0.95% | -6.8% |
| Q1 2022 | $1,513,000 | -3.1% | 14,770 | -1.2% | 1.02% | -4.2% |
| Q4 2021 | $1,562,000 | -1.0% | 14,944 | -4.7% | 1.06% | -15.0% |
| Q3 2021 | $1,578,000 | -7.3% | 15,674 | -2.9% | 1.25% | -2.9% |
| Q2 2021 | $1,702,000 | +1.6% | 16,137 | -2.9% | 1.29% | -4.4% |
| Q1 2021 | $1,675,000 | +20.3% | 16,624 | -2.9% | 1.35% | +18.2% |
| Q4 2020 | $1,392,000 | – | 17,112 | – | 1.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |