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 | $3,924 | -8.9% | 43,984 | -2.9% | 1.66% | -4.7% |
| Q2 2023 | $4,308 | -0.4% | 45,305 | -2.0% | 1.75% | -7.1% |
| Q1 2023 | $4,325 | -1.7% | 46,209 | -4.1% | 1.88% | -8.8% |
| Q4 2022 | $4,400 | -99.9% | 48,184 | -4.6% | 2.06% | -6.7% |
| Q3 2022 | $4,162,000 | -7.4% | 50,482 | 0.0% | 2.21% | -3.5% |
| Q2 2022 | $4,494,000 | -15.0% | 50,482 | -2.2% | 2.29% | -5.2% |
| Q1 2022 | $5,284,000 | -4.5% | 51,604 | -2.6% | 2.42% | -0.5% |
| Q4 2021 | $5,533,000 | +2.3% | 52,956 | -1.4% | 2.43% | -5.8% |
| Q3 2021 | $5,409,000 | -5.6% | 53,730 | -1.1% | 2.58% | -4.3% |
| Q2 2021 | $5,727,000 | +2.9% | 54,320 | -1.6% | 2.70% | -17.5% |
| Q1 2021 | $5,564,000 | +23.0% | 55,227 | -0.7% | 3.27% | +11.2% |
| Q4 2020 | $4,522,000 | +31.3% | 55,618 | +97.8% | 2.94% | +13.5% |
| Q3 2020 | $3,443,000 | -31.6% | 28,122 | -32.8% | 2.59% | -36.4% |
| Q2 2020 | $5,037,000 | -18.1% | 41,847 | -32.0% | 4.07% | -33.4% |
| Q1 2020 | $6,147,000 | -32.6% | 61,503 | +8.5% | 6.11% | -9.0% |
| Q4 2019 | $9,115,000 | +8.4% | 56,685 | +1.2% | 6.71% | +0.4% |
| Q3 2019 | $8,410,000 | +4.5% | 55,995 | +3.5% | 6.69% | +4.0% |
| Q2 2019 | $8,044,000 | +58.1% | 54,125 | +57.0% | 6.43% | +48.8% |
| Q1 2019 | $5,087,000 | -40.8% | 34,477 | -47.1% | 4.32% | -47.0% |
| Q4 2018 | $8,595,000 | -45.0% | 65,188 | -30.3% | 8.15% | -34.0% |
| Q3 2018 | $15,614,000 | -27.9% | 93,537 | -29.5% | 12.36% | -31.8% |
| Q2 2018 | $21,653,000 | +45.7% | 132,623 | +34.6% | 18.12% | +39.9% |
| Q1 2018 | $14,865,000 | -3.9% | 98,551 | -2.2% | 12.95% | -5.3% |
| Q4 2017 | $15,471,000 | – | 100,741 | – | 13.68% | – |
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% |