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 | $1,215,890 | -2.7% | 13,628 | +3.7% | 0.12% | 0.0% |
| Q2 2023 | $1,250,243 | -4.2% | 13,148 | -5.7% | 0.12% | -18.4% |
| Q1 2023 | $1,305,135 | -0.9% | 13,945 | -3.3% | 0.14% | -9.6% |
| Q4 2022 | $1,316,633 | +10.6% | 14,419 | -0.1% | 0.16% | -7.1% |
| Q3 2022 | $1,190,000 | -10.1% | 14,436 | +4.9% | 0.17% | -2.9% |
| Q2 2022 | $1,323,000 | +2776.1% | 13,762 | +2931.3% | 0.17% | +1230.8% |
| Q1 2022 | $46,000 | -2.1% | 454 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $47,000 | +4.4% | 454 | 0.0% | 0.01% | +8.3% |
| Q3 2021 | $45,000 | -4.3% | 454 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $47,000 | +4.4% | 454 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $45,000 | -8.2% | 454 | -24.8% | 0.01% | -13.3% |
| Q4 2020 | $49,000 | +1533.3% | 604 | +1982.8% | 0.02% | +1400.0% |
| Q1 2020 | $3,000 | 0.0% | 29 | +61.1% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | – | 18 | – | 0.00% | – |
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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% |