ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $602,029 | -10.0% | 6,331 | -11.4% | 0.07% | -15.9% |
| Q1 2023 | $668,905 | -18.9% | 7,147 | -20.8% | 0.08% | -19.6% |
| Q4 2022 | $824,444 | +67.6% | 9,029 | +51.4% | 0.10% | +56.9% |
| Q3 2022 | $492,000 | -7.3% | 5,965 | +0.1% | 0.06% | 0.0% |
| Q2 2022 | $531,000 | -21.4% | 5,960 | -9.8% | 0.06% | -9.7% |
| Q1 2022 | $676,000 | -5.8% | 6,606 | -3.9% | 0.07% | -5.3% |
| Q4 2021 | $718,000 | -48.3% | 6,871 | -50.2% | 0.08% | -50.3% |
| Q3 2021 | $1,388,000 | +380.3% | 13,784 | +402.3% | 0.15% | +378.1% |
| Q2 2021 | $289,000 | +4.7% | 2,744 | 0.0% | 0.03% | -3.0% |
| Q1 2021 | $276,000 | +15.5% | 2,744 | -6.8% | 0.03% | -2.9% |
| Q4 2020 | $239,000 | +42.3% | 2,944 | +114.6% | 0.03% | +25.9% |
| Q3 2020 | $168,000 | +1.8% | 1,372 | 0.0% | 0.03% | -6.9% |
| Q2 2020 | $165,000 | +17.0% | 1,372 | -2.9% | 0.03% | +3.6% |
| Q1 2020 | $141,000 | -76.3% | 1,413 | -61.9% | 0.03% | -81.8% |
| Q4 2019 | $596,000 | -5.4% | 3,706 | -11.6% | 0.15% | -4.3% |
| Q3 2019 | $630,000 | -1.1% | 4,193 | -2.2% | 0.16% | -6.9% |
| Q2 2019 | $637,000 | -9.3% | 4,289 | -9.9% | 0.17% | -15.2% |
| Q1 2019 | $702,000 | +10.9% | 4,761 | -0.8% | 0.20% | -6.4% |
| Q4 2018 | $633,000 | -2.5% | 4,798 | +23.3% | 0.22% | +3.8% |
| Q3 2018 | $649,000 | -9.4% | 3,890 | -11.3% | 0.21% | -13.9% |
| Q2 2018 | $716,000 | +7.5% | 4,387 | -0.7% | 0.24% | -2.4% |
| Q1 2018 | $666,000 | +71.2% | 4,417 | +74.5% | 0.25% | +42.9% |
| Q4 2017 | $389,000 | +1044.1% | 2,531 | +1019.9% | 0.18% | +929.4% |
| Q3 2017 | $34,000 | -87.8% | 226 | -88.6% | 0.02% | -86.0% |
| Q2 2017 | $278,000 | – | 1,990 | – | 0.12% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |