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 | $4,823,509 | +94349.0% | 53,748 | +0.1% | 0.72% | -3.2% |
| Q2 2023 | $5,107 | +6.8% | 53,714 | -0.1% | 0.74% | -5.6% |
| Q1 2023 | $4,783 | +2.0% | 53,744 | +4.6% | 0.78% | -21.3% |
| Q4 2022 | $4,690 | -99.9% | 51,363 | -3.7% | 1.00% | -2.7% |
| Q3 2022 | $4,395,000 | -9.3% | 53,309 | -2.1% | 1.02% | -5.2% |
| Q2 2022 | $4,846,000 | -3.4% | 54,430 | +11.1% | 1.08% | +13.0% |
| Q1 2022 | $5,014,000 | -2.6% | 48,971 | -0.6% | 0.96% | +6.9% |
| Q4 2021 | $5,150,000 | +4.4% | 49,289 | +0.6% | 0.89% | -4.9% |
| Q3 2021 | $4,931,000 | +15.4% | 48,980 | +15.5% | 0.94% | +9.4% |
| Q1 2021 | $4,272,000 | +26.0% | 42,406 | +1.7% | 0.86% | +19.3% |
| Q4 2020 | $3,390,000 | +38.5% | 41,689 | +108.5% | 0.72% | +21.5% |
| Q3 2020 | $2,448,000 | -1.7% | 19,997 | -3.4% | 0.59% | -5.4% |
| Q2 2020 | $2,491,000 | +52.4% | 20,691 | +26.5% | 0.63% | +31.5% |
| Q1 2020 | $1,635,000 | -28.4% | 16,358 | +15.2% | 0.48% | -12.0% |
| Q4 2019 | $2,283,000 | +145.0% | 14,200 | +129.0% | 0.54% | +111.3% |
| Q3 2019 | $932,000 | -7.6% | 6,202 | -8.6% | 0.26% | -13.8% |
| Q2 2019 | $1,009,000 | +20.3% | 6,789 | +19.4% | 0.30% | +8.4% |
| Q1 2019 | $839,000 | +11.4% | 5,684 | -0.5% | 0.27% | -4.5% |
| Q4 2018 | $753,000 | +203.6% | 5,711 | +283.8% | 0.29% | +5640.0% |
| Q3 2018 | $248,000 | – | 1,488 | – | 0.01% | – |
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% |