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 | $3,932,927 | -4.9% | 44,081 | +1.4% | 0.03% | -2.9% |
| Q2 2023 | $4,134,264 | -4.7% | 43,477 | -6.2% | 0.04% | -7.9% |
| Q1 2023 | $4,339,289 | +10.1% | 46,365 | +7.4% | 0.04% | +2.7% |
| Q4 2022 | $3,940,884 | +115.9% | 43,159 | +95.0% | 0.04% | +2.8% |
| Q3 2022 | $1,825,000 | -54.0% | 22,129 | -50.3% | 0.04% | -42.9% |
| Q2 2022 | $3,964,000 | -6.1% | 44,522 | +8.0% | 0.06% | +3.3% |
| Q1 2022 | $4,221,000 | -55.8% | 41,228 | -54.9% | 0.06% | -55.5% |
| Q4 2021 | $9,543,000 | +3.0% | 91,328 | -0.8% | 0.14% | -6.8% |
| Q3 2021 | $9,265,000 | -20.9% | 92,033 | -17.2% | 0.15% | -21.8% |
| Q2 2021 | $11,714,000 | +122.4% | 111,110 | +112.5% | 0.19% | +80.8% |
| Q1 2021 | $5,267,000 | +250.0% | 52,282 | +182.4% | 0.10% | +246.7% |
| Q4 2020 | $1,505,000 | +364.5% | 18,515 | +599.2% | 0.03% | +11.1% |
| Q3 2020 | $324,000 | +27.6% | 2,648 | +25.6% | 0.03% | +12.5% |
| Q2 2020 | $254,000 | -70.4% | 2,109 | -63.4% | 0.02% | -78.2% |
| Q2 2019 | $857,000 | +4.8% | 5,767 | +4.0% | 0.11% | -5.2% |
| Q1 2019 | $818,000 | +20.1% | 5,546 | +7.5% | 0.12% | +4.5% |
| Q4 2018 | $681,000 | -25.2% | 5,159 | -4.1% | 0.11% | -15.3% |
| Q3 2018 | $911,000 | +9.0% | 5,382 | +4.9% | 0.13% | -10.9% |
| Q2 2018 | $836,000 | +43.9% | 5,130 | +33.6% | 0.15% | +34.9% |
| Q1 2018 | $581,000 | -2.0% | 3,839 | +0.0% | 0.11% | 0.0% |
| Q4 2017 | $593,000 | +13.6% | 3,838 | +8.7% | 0.11% | -6.0% |
| Q3 2017 | $522,000 | +57.2% | 3,530 | +48.6% | 0.12% | +43.2% |
| Q2 2017 | $332,000 | +42.5% | 2,375 | +39.3% | 0.08% | +26.6% |
| Q1 2017 | $233,000 | – | 1,705 | – | 0.06% | – |
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% |