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 | $206,242 | -8.6% | 2,312 | -2.6% | 0.01% | -10.0% |
| Q2 2023 | $225,706 | -2.9% | 2,374 | -4.4% | 0.01% | -9.1% |
| Q1 2023 | $232,421 | +12.8% | 2,483 | +21.4% | 0.01% | +10.0% |
| Q1 2021 | $206,000 | +4.6% | 2,046 | -15.4% | 0.01% | 0.0% |
| Q4 2020 | $197,000 | +27.9% | 2,418 | +91.6% | 0.01% | -23.1% |
| Q3 2020 | $154,000 | -6.7% | 1,262 | -8.2% | 0.01% | -13.3% |
| Q2 2020 | $165,000 | -28.6% | 1,374 | -34.8% | 0.02% | -40.0% |
| Q1 2020 | $231,000 | -33.2% | 2,108 | -2.0% | 0.02% | -26.5% |
| Q4 2019 | $346,000 | +5.2% | 2,150 | -2.0% | 0.03% | -5.6% |
| Q3 2019 | $329,000 | +3.1% | 2,194 | +2.1% | 0.04% | -2.7% |
| Q2 2019 | $319,000 | +88.8% | 2,149 | +87.2% | 0.04% | +76.2% |
| Q1 2019 | $169,000 | +28.0% | 1,148 | +14.5% | 0.02% | +10.5% |
| Q4 2018 | $132,000 | -7.0% | 1,003 | +6.0% | 0.02% | 0.0% |
| Q3 2018 | $142,000 | +3450.0% | 946 | +3684.0% | 0.02% | +1800.0% |
| Q2 2018 | $4,000 | -42.9% | 25 | -43.2% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | -83.3% | 44 | -83.9% | 0.00% | -85.7% |
| Q4 2017 | $42,000 | +13.5% | 273 | +10.1% | 0.01% | -12.5% |
| Q3 2017 | $37,000 | – | 248 | – | 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% |