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 | $7,384,737 | -5.6% | 82,770 | +0.6% | 2.74% | -0.9% |
| Q2 2023 | $7,820,382 | +0.5% | 82,242 | -1.1% | 2.76% | -4.5% |
| Q1 2023 | $7,781,061 | +1.3% | 83,140 | -1.1% | 2.90% | -0.9% |
| Q4 2022 | $7,679,636 | +9.3% | 84,105 | -1.3% | 2.92% | -0.5% |
| Q3 2022 | $7,025,000 | -7.6% | 85,199 | -0.3% | 2.94% | -1.0% |
| Q2 2022 | $7,605,000 | -13.1% | 85,417 | -0.1% | 2.97% | -1.1% |
| Q1 2022 | $8,755,000 | -2.1% | 85,502 | -0.1% | 3.00% | +1.2% |
| Q4 2021 | $8,944,000 | +2.6% | 85,603 | -1.2% | 2.96% | -6.2% |
| Q3 2021 | $8,721,000 | -6.0% | 86,629 | -1.5% | 3.16% | -5.8% |
| Q2 2021 | $9,275,000 | +3.0% | 87,971 | -1.6% | 3.35% | -1.1% |
| Q1 2021 | $9,006,000 | +16.0% | 89,396 | -6.4% | 3.39% | +10.2% |
| Q4 2020 | $7,762,000 | +27.6% | 95,459 | +92.1% | 3.08% | +15.0% |
| Q3 2020 | $6,082,000 | -0.3% | 49,684 | -1.9% | 2.68% | -5.5% |
| Q2 2020 | $6,098,000 | -11.9% | 50,661 | -26.9% | 2.83% | -24.9% |
| Q1 2020 | $6,923,000 | -36.1% | 69,271 | +2.8% | 3.77% | -17.0% |
| Q4 2019 | $10,841,000 | +6.8% | 67,415 | -0.3% | 4.54% | -0.4% |
| Q3 2019 | $10,153,000 | +2.5% | 67,601 | +1.4% | 4.56% | +0.7% |
| Q2 2019 | $9,906,000 | +2.8% | 66,656 | +2.0% | 4.53% | -0.9% |
| Q1 2019 | $9,639,000 | +12.0% | 65,333 | +0.1% | 4.57% | +1.1% |
| Q4 2018 | $8,606,000 | -20.0% | 65,269 | +1.3% | 4.52% | -8.8% |
| Q3 2018 | $10,760,000 | -4.2% | 64,455 | -6.3% | 4.95% | -9.1% |
| Q2 2018 | $11,235,000 | +2.2% | 68,812 | -5.6% | 5.45% | -2.4% |
| Q1 2018 | $10,997,000 | -3.9% | 72,904 | -2.2% | 5.58% | -0.4% |
| Q4 2017 | $11,446,000 | +0.7% | 74,529 | -2.8% | 5.61% | -3.6% |
| Q3 2017 | $11,369,000 | +4.5% | 76,656 | -1.5% | 5.82% | -0.1% |
| Q2 2017 | $10,883,000 | -1.1% | 77,836 | -1.9% | 5.82% | -2.5% |
| Q1 2017 | $11,004,000 | -2.2% | 79,363 | -1.2% | 5.97% | -6.1% |
| Q4 2016 | $11,247,000 | +6.1% | 80,333 | -5.4% | 6.36% | +2.4% |
| Q3 2016 | $10,601,000 | +4.5% | 84,938 | -2.2% | 6.22% | +2.6% |
| Q2 2016 | $10,143,000 | +2.1% | 86,812 | -1.0% | 6.06% | -2.9% |
| Q1 2016 | $9,934,000 | -1.5% | 87,663 | -6.0% | 6.24% | -5.6% |
| Q4 2015 | $10,087,000 | – | 93,259 | – | 6.61% | – |
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% |