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 | $618,432 | +79.7% | 6,931 | +91.5% | 0.01% | +33.3% |
| Q2 2023 | $344,148 | -35.4% | 3,619 | -36.4% | 0.01% | -33.3% |
| Q1 2023 | $532,653 | +2.1% | 5,691 | -0.4% | 0.01% | -10.0% |
| Q4 2022 | $521,445 | +49.4% | 5,711 | +35.0% | 0.01% | +25.0% |
| Q3 2022 | $349,000 | -9.1% | 4,230 | -1.7% | 0.01% | 0.0% |
| Q2 2022 | $384,000 | -27.8% | 4,303 | -17.2% | 0.01% | +14.3% |
| Q1 2022 | $532,000 | +157.0% | 5,199 | +162.0% | 0.01% | +40.0% |
| Q4 2021 | $207,000 | -14.5% | 1,984 | -17.5% | 0.01% | -16.7% |
| Q3 2021 | $242,000 | -3.6% | 2,404 | +1.1% | 0.01% | -33.3% |
| Q2 2021 | $251,000 | +22.4% | 2,379 | +16.0% | 0.01% | -30.8% |
| Q1 2021 | $205,000 | -11.3% | 2,050 | -28.1% | 0.01% | -18.8% |
| Q4 2020 | $231,000 | -75.1% | 2,853 | -69.3% | 0.02% | -89.2% |
| Q1 2020 | $926,000 | +117.4% | 9,295 | +248.8% | 0.15% | +12.1% |
| Q4 2019 | $426,000 | +2.4% | 2,665 | -3.9% | 0.13% | -26.7% |
| Q3 2019 | $416,000 | -4.1% | 2,774 | -5.2% | 0.18% | +13.9% |
| Q2 2019 | $434,000 | +6.6% | 2,927 | +5.7% | 0.16% | +3.3% |
| Q1 2019 | $407,000 | -34.9% | 2,768 | -41.4% | 0.15% | -59.7% |
| Q4 2018 | $625,000 | – | 4,723 | – | 0.38% | – |
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% |