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 | $1,089,998 | -6.6% | 12,217 | -0.4% | 0.13% | -5.3% |
| Q2 2023 | $1,166,847 | +1.3% | 12,271 | -0.3% | 0.13% | 0.0% |
| Q1 2023 | $1,152,274 | +0.1% | 12,312 | -2.4% | 0.13% | 0.0% |
| Q4 2022 | $1,151,357 | +6.3% | 12,609 | -4.0% | 0.13% | -3.6% |
| Q3 2022 | $1,083,000 | -19.8% | 13,131 | -13.5% | 0.14% | -15.9% |
| Q2 2022 | $1,351,000 | -20.0% | 15,179 | -7.9% | 0.16% | -10.4% |
| Q1 2022 | $1,688,000 | -9.5% | 16,485 | -7.6% | 0.18% | -2.1% |
| Q4 2021 | $1,865,000 | +14.0% | 17,848 | +9.8% | 0.19% | -42.5% |
| Q3 2021 | $1,636,000 | +0.7% | 16,250 | +5.5% | 0.32% | +1.2% |
| Q2 2021 | $1,624,000 | +5.9% | 15,403 | +1.2% | 0.32% | -0.6% |
| Q1 2021 | $1,534,000 | +26.0% | 15,226 | +1.8% | 0.32% | +18.8% |
| Q4 2020 | $1,217,000 | +28.1% | 14,963 | +92.8% | 0.27% | +14.3% |
| Q3 2020 | $950,000 | -7.4% | 7,759 | -9.0% | 0.24% | -14.1% |
| Q2 2020 | $1,026,000 | +12.1% | 8,528 | -6.9% | 0.28% | -2.5% |
| Q1 2020 | $915,000 | -18.7% | 9,160 | +30.8% | 0.28% | -2.1% |
| Q4 2019 | $1,126,000 | +30.3% | 7,004 | +21.8% | 0.29% | +18.9% |
| Q3 2019 | $864,000 | +12.9% | 5,752 | +11.8% | 0.24% | +9.9% |
| Q2 2019 | $765,000 | +20.7% | 5,147 | +19.9% | 0.22% | +13.8% |
| Q1 2019 | $634,000 | +10.5% | 4,294 | -1.4% | 0.20% | -1.0% |
| Q4 2018 | $574,000 | +3.6% | 4,354 | +31.3% | 0.20% | +11.9% |
| Q3 2018 | $554,000 | +55.2% | 3,316 | +51.8% | 0.18% | +43.1% |
| Q2 2018 | $357,000 | +28.9% | 2,185 | +18.9% | 0.12% | +11.8% |
| Q1 2018 | $277,000 | +6.5% | 1,838 | +8.5% | 0.11% | +8.9% |
| Q4 2017 | $260,000 | – | 1,694 | – | 0.10% | – |
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% |