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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $210 | +1.4% | 2,211 | 0.0% | 0.09% | -7.1% |
| Q1 2023 | $207 | -99.9% | 2,211 | +5.4% | 0.10% | -4.8% |
| Q1 2022 | $215,000 | +1.4% | 2,097 | +3.1% | 0.10% | +3.0% |
| Q4 2021 | $212,000 | -1.4% | 2,033 | -4.6% | 0.10% | -12.9% |
| Q3 2021 | $215,000 | -4.4% | 2,132 | 0.0% | 0.12% | -8.7% |
| Q2 2021 | $225,000 | +6.6% | 2,132 | +1.6% | 0.13% | -3.1% |
| Q1 2021 | $211,000 | -23.8% | 2,098 | +21.8% | 0.13% | -39.9% |
| Q4 2019 | $277,000 | +7.4% | 1,723 | +0.3% | 0.22% | -4.4% |
| Q3 2019 | $258,000 | -0.8% | 1,717 | -1.8% | 0.23% | -3.0% |
| Q2 2019 | $260,000 | +4.0% | 1,749 | +3.2% | 0.24% | -0.8% |
| Q1 2019 | $250,000 | +0.4% | 1,694 | -10.3% | 0.24% | -8.1% |
| Q4 2018 | $249,000 | -28.2% | 1,888 | -9.2% | 0.26% | -12.5% |
| Q3 2018 | $347,000 | -3.6% | 2,079 | -5.8% | 0.30% | -7.2% |
| Q2 2018 | $360,000 | -89.7% | 2,207 | -90.5% | 0.32% | -89.5% |
| Q1 2018 | $3,509,000 | -0.7% | 23,261 | +1.1% | 3.04% | -3.0% |
| Q4 2017 | $3,533,000 | – | 23,005 | – | 3.14% | – |
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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% |