ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 466 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.94 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $951,946 | +0.9% | 10,011 | -0.7% | 2.04% | +8.1% |
Q1 2023 | $943,481 | +7.0% | 10,081 | +4.3% | 1.89% | -4.9% |
Q4 2022 | $882,146 | +54.2% | 9,661 | +47.2% | 1.99% | +40.8% |
Q3 2022 | $572,000 | -5.1% | 6,562 | +0.8% | 1.41% | +74.3% |
Q2 2022 | $603,000 | +1.2% | 6,509 | +6.8% | 0.81% | +98.5% |
Q1 2022 | $596,000 | -54.7% | 6,092 | -53.4% | 0.41% | -23.6% |
Q2 2021 | $1,316,000 | -24.3% | 13,061 | -22.0% | 0.53% | -1.3% |
Q1 2021 | $1,738,000 | -73.3% | 16,754 | -57.0% | 0.54% | -84.5% |
Q3 2018 | $6,498,000 | +37.9% | 38,928 | +24.6% | 3.48% | +63.2% |
Q2 2018 | $4,712,000 | -50.0% | 31,239 | -50.0% | 2.14% | -23.3% |
Q1 2018 | $9,424,000 | +235.7% | 62,478 | +241.8% | 2.79% | +111.1% |
Q4 2017 | $2,807,000 | +7.8% | 18,280 | -2.7% | 1.32% | -28.5% |
Q1 2017 | $2,605,000 | +21.7% | 18,788 | +22.9% | 1.85% | +6.8% |
Q4 2016 | $2,140,000 | +46.7% | 15,287 | +30.8% | 1.73% | +39.0% |
Q3 2016 | $1,459,000 | +4.7% | 11,690 | -2.1% | 1.24% | +15.3% |
Q2 2016 | $1,394,000 | +222.7% | 11,936 | +213.1% | 1.08% | +200.3% |
Q1 2016 | $432,000 | +928.6% | 3,812 | -90.9% | 0.36% | +1058.1% |
Q4 2015 | $42,000 | – | 41,966 | – | 0.03% | – |
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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% |