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 | $3,171,783 | -7.8% | 35,550 | -1.8% | 2.93% | -0.1% |
| Q2 2023 | $3,441,112 | +0.7% | 36,188 | -0.8% | 2.94% | -1.4% |
| Q1 2023 | $3,415,541 | +2.8% | 36,495 | +0.3% | 2.98% | -0.2% |
| Q4 2022 | $3,323,251 | +2.3% | 36,395 | -7.6% | 2.99% | -8.2% |
| Q3 2022 | $3,248,634 | -7.6% | 39,401 | -0.3% | 3.26% | -0.8% |
| Q2 2022 | $3,517,000 | -13.3% | 39,504 | -0.3% | 3.28% | +9.1% |
| Q1 2022 | $4,058,000 | -1.9% | 39,628 | +0.1% | 3.01% | +2.0% |
| Q4 2021 | $4,137,000 | +2.7% | 39,596 | -1.1% | 2.95% | -5.4% |
| Q3 2021 | $4,030,000 | -5.7% | 40,027 | -1.3% | 3.12% | -3.2% |
| Q2 2021 | $4,274,000 | +1.2% | 40,536 | -3.3% | 3.22% | -1.9% |
| Q1 2021 | $4,223,000 | -0.1% | 41,922 | -19.4% | 3.28% | +1.2% |
| Q4 2020 | $4,228,000 | +18.9% | 51,997 | +79.0% | 3.24% | +8.2% |
| Q3 2020 | $3,556,000 | -2.8% | 29,047 | -4.4% | 3.00% | +2.3% |
| Q2 2020 | $3,659,000 | -3.3% | 30,397 | -19.7% | 2.93% | -13.5% |
| Q1 2020 | $3,785,000 | -33.5% | 37,868 | +7.1% | 3.38% | -14.5% |
| Q4 2019 | $5,688,000 | +7.0% | 35,372 | -0.1% | 3.96% | +0.2% |
| Q3 2019 | $5,318,000 | +1.2% | 35,406 | +0.1% | 3.95% | -0.2% |
| Q2 2019 | $5,257,000 | +0.2% | 35,369 | -0.5% | 3.96% | -3.2% |
| Q1 2019 | $5,244,000 | +11.1% | 35,546 | -0.7% | 4.08% | -2.6% |
| Q4 2018 | $4,721,000 | -16.4% | 35,809 | +5.9% | 4.20% | -17.3% |
| Q3 2018 | $5,645,000 | +0.6% | 33,818 | -1.6% | 5.07% | -7.4% |
| Q2 2018 | $5,611,000 | +5.9% | 34,365 | -2.2% | 5.48% | +4.6% |
| Q1 2018 | $5,300,000 | +0.5% | 35,134 | +2.3% | 5.23% | +2.3% |
| Q4 2017 | $5,276,000 | – | 34,357 | – | 5.12% | – |
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% |