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 | $474,872 | -10.3% | 5,322 | -4.4% | 0.08% | -8.0% |
| Q2 2023 | $529,564 | +6.0% | 5,569 | +4.4% | 0.09% | -1.1% |
| Q1 2023 | $499,429 | +1.4% | 5,336 | -1.1% | 0.09% | -2.2% |
| Q4 2022 | $492,403 | +7.0% | 5,393 | -0.5% | 0.09% | -7.2% |
| Q3 2022 | $460,000 | +2.4% | 5,419 | +6.6% | 0.10% | +6.6% |
| Q2 2022 | $449,000 | -8.6% | 5,084 | +2.9% | 0.09% | 0.0% |
| Q1 2022 | $491,000 | +15.0% | 4,941 | +21.8% | 0.09% | +13.8% |
| Q4 2021 | $427,000 | +6.2% | 4,055 | +1.6% | 0.08% | -8.0% |
| Q3 2021 | $402,000 | -2.2% | 3,993 | +2.5% | 0.09% | -1.1% |
| Q2 2021 | $411,000 | -8.1% | 3,897 | -12.2% | 0.09% | -12.0% |
| Q1 2021 | $447,000 | +13.7% | 4,439 | +1.5% | 0.10% | +9.9% |
| Q4 2020 | $393,000 | +40.4% | 4,375 | +105.7% | 0.09% | +23.0% |
| Q3 2020 | $280,000 | +14.8% | 2,127 | +2.4% | 0.07% | +2.8% |
| Q2 2020 | $244,000 | +0.8% | 2,078 | +38.0% | 0.07% | 0.0% |
| Q4 2019 | $242,000 | +14.2% | 1,506 | +3.4% | 0.07% | -1.4% |
| Q3 2019 | $212,000 | +4.4% | 1,457 | +6.7% | 0.07% | +1.4% |
| Q2 2019 | $203,000 | -46.2% | 1,365 | -52.3% | 0.07% | -53.8% |
| Q4 2018 | $377,000 | +6.8% | 2,863 | +36.5% | 0.16% | +10.6% |
| Q3 2018 | $353,000 | +37.4% | 2,098 | +33.5% | 0.14% | +31.8% |
| Q2 2018 | $257,000 | – | 1,572 | – | 0.11% | – |
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% |