ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,755,464 | -6.2% | 19,676 | 0.0% | 0.33% | -4.1% |
| Q2 2023 | $1,870,961 | +2.0% | 19,676 | +0.4% | 0.34% | -6.5% |
| Q1 2023 | $1,833,832 | -12.7% | 19,594 | -14.8% | 0.37% | -17.4% |
| Q4 2022 | $2,101,117 | +51.2% | 23,011 | +34.7% | 0.45% | +13.2% |
| Q3 2022 | $1,390,000 | -2.7% | 17,088 | +6.6% | 0.40% | +27.8% |
| Q2 2022 | $1,428,000 | -18.6% | 16,032 | -6.5% | 0.31% | -17.8% |
| Q1 2022 | $1,755,000 | -1.8% | 17,144 | +0.2% | 0.38% | -0.3% |
| Q4 2021 | $1,787,000 | +4.6% | 17,107 | +0.8% | 0.38% | -16.2% |
| Q3 2021 | $1,708,000 | -5.6% | 16,971 | -1.1% | 0.45% | +0.4% |
| Q2 2021 | $1,809,000 | -18.4% | 17,166 | -22.0% | 0.45% | -18.1% |
| Q1 2021 | $2,217,000 | +28.3% | 22,000 | +3.5% | 0.55% | +9.6% |
| Q4 2020 | $1,728,000 | +33.6% | 21,249 | +101.2% | 0.50% | +20.5% |
| Q3 2020 | $1,293,000 | +29.9% | 10,562 | +27.9% | 0.41% | +38.9% |
| Q2 2020 | $995,000 | -19.2% | 8,260 | -32.9% | 0.30% | -35.9% |
| Q1 2020 | $1,231,000 | -37.8% | 12,311 | 0.0% | 0.46% | -17.6% |
| Q4 2019 | $1,980,000 | +7.6% | 12,311 | +0.5% | 0.56% | -1.1% |
| Q3 2019 | $1,840,000 | +1.0% | 12,249 | 0.0% | 0.57% | -0.9% |
| Q2 2019 | $1,821,000 | +0.9% | 12,249 | +0.2% | 0.58% | -1.0% |
| Q1 2019 | $1,804,000 | +12.1% | 12,227 | +0.2% | 0.58% | -0.3% |
| Q4 2018 | $1,609,000 | -20.7% | 12,203 | +0.4% | 0.58% | -15.9% |
| Q3 2018 | $2,028,000 | +1.4% | 12,149 | -0.8% | 0.69% | +3.7% |
| Q2 2018 | $2,000,000 | -1.1% | 12,249 | -8.6% | 0.67% | -3.7% |
| Q1 2018 | $2,022,000 | -1.5% | 13,400 | +0.2% | 0.69% | -14.2% |
| Q4 2017 | $2,053,000 | +4.7% | 13,369 | +1.2% | 0.81% | -6.9% |
| Q3 2017 | $1,960,000 | +6.3% | 13,217 | +0.2% | 0.87% | +2.4% |
| Q2 2017 | $1,844,000 | +31.0% | 13,191 | +29.9% | 0.85% | +41.0% |
| Q1 2017 | $1,408,000 | -3.9% | 10,157 | -2.9% | 0.60% | -13.4% |
| Q4 2016 | $1,465,000 | +100.4% | 10,461 | +78.7% | 0.70% | +98.0% |
| Q3 2016 | $731,000 | – | 5,855 | – | 0.35% | – |
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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% |