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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $24,000 | -14.3% | 160 | -25.9% | 0.01% | -27.3% |
| Q4 2018 | $28,000 | +12.0% | 216 | +18.7% | 0.01% | 0.0% |
| Q4 2016 | $25,000 | +8.7% | 182 | 0.0% | 0.01% | -31.2% |
| Q3 2016 | $23,000 | +4.5% | 182 | 0.0% | 0.02% | 0.0% |
| Q2 2016 | $22,000 | +4.8% | 182 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $21,000 | +5.0% | 182 | 0.0% | 0.02% | +14.3% |
| Q4 2015 | $20,000 | +5.3% | 182 | 0.0% | 0.01% | -6.7% |
| Q3 2015 | $19,000 | -13.6% | 182 | 0.0% | 0.02% | -11.8% |
| Q2 2015 | $22,000 | 0.0% | 182 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $22,000 | +4.8% | 182 | 0.0% | 0.02% | -19.0% |
| Q4 2014 | $21,000 | – | 182 | – | 0.02% | – |
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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% |