ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,999,193 | -14.5% | 44,824 | -8.9% | 0.26% | -8.2% |
| Q2 2023 | $4,679,755 | +1.6% | 49,214 | 0.0% | 0.28% | -7.0% |
| Q1 2023 | $4,605,922 | +4.1% | 49,214 | +1.5% | 0.30% | -7.9% |
| Q4 2022 | $4,425,157 | +11.2% | 48,463 | +0.4% | 0.33% | -15.2% |
| Q3 2022 | $3,979,000 | -7.9% | 48,263 | -0.5% | 0.39% | -4.9% |
| Q2 2022 | $4,318,000 | -13.0% | 48,503 | 0.0% | 0.41% | +4.6% |
| Q1 2022 | $4,966,000 | -2.4% | 48,503 | -0.4% | 0.39% | +0.3% |
| Q4 2021 | $5,089,000 | +5.0% | 48,705 | +1.2% | 0.39% | -23.0% |
| Q3 2021 | $4,846,000 | +2.2% | 48,141 | +7.0% | 0.50% | +53.7% |
| Q2 2021 | $4,742,000 | +4.7% | 44,979 | 0.0% | 0.33% | -6.8% |
| Q1 2021 | $4,531,000 | +12.7% | 44,979 | -9.1% | 0.35% | +9.0% |
| Q4 2020 | $4,021,000 | +31.9% | 49,456 | +98.6% | 0.32% | +37.4% |
| Q3 2020 | $3,048,000 | +1.5% | 24,897 | -0.2% | 0.24% | +1.3% |
| Q2 2020 | $3,003,000 | +22.1% | 24,946 | +1.4% | 0.23% | -21.4% |
| Q1 2020 | $2,460,000 | -37.8% | 24,609 | +0.0% | 0.30% | +87.9% |
| Q4 2019 | $3,957,000 | +6.7% | 24,602 | -0.3% | 0.16% | -59.1% |
| Q3 2019 | $3,707,000 | +2.8% | 24,682 | +1.7% | 0.38% | +5.5% |
| Q2 2019 | $3,605,000 | -1.0% | 24,259 | -1.7% | 0.36% | -9.2% |
| Q1 2019 | $3,640,000 | +11.6% | 24,672 | -0.3% | 0.40% | -1.5% |
| Q4 2018 | $3,261,000 | -21.1% | 24,735 | -0.1% | 0.41% | -8.9% |
| Q3 2018 | $4,135,000 | -54.2% | 24,771 | -55.2% | 0.45% | -32.1% |
| Q2 2018 | $9,036,000 | +10.7% | 55,346 | +2.3% | 0.66% | +3.9% |
| Q1 2018 | $8,163,000 | -12.5% | 54,115 | -10.9% | 0.63% | -12.8% |
| Q4 2017 | $9,328,000 | +3.5% | 60,743 | 0.0% | 0.73% | -9.1% |
| Q3 2017 | $9,009,000 | +170.0% | 60,743 | +145.0% | 0.80% | +55.4% |
| Q2 2017 | $3,337,000 | -59.4% | 24,790 | -58.7% | 0.51% | -38.6% |
| Q1 2017 | $8,222,000 | -1.5% | 60,025 | +0.7% | 0.84% | -21.5% |
| Q4 2016 | $8,348,000 | – | 59,626 | – | 1.07% | – |
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% |