ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $469,358 | -6.2% | 5,261 | 0.0% | 0.12% | -1.6% |
| Q2 2023 | $500,238 | +0.6% | 5,261 | -1.0% | 0.12% | +0.8% |
| Q1 2023 | $497,499 | +2.8% | 5,316 | +0.3% | 0.12% | -3.9% |
| Q4 2022 | $483,843 | +11.7% | 5,299 | +0.9% | 0.13% | +9.5% |
| Q3 2022 | $433,000 | -7.3% | 5,252 | +0.1% | 0.12% | -10.8% |
| Q2 2022 | $467,000 | -14.8% | 5,248 | -2.0% | 0.13% | -9.7% |
| Q1 2022 | $548,000 | -1.8% | 5,357 | +0.3% | 0.14% | +13.4% |
| Q4 2021 | $558,000 | -9.1% | 5,342 | -12.4% | 0.13% | -23.0% |
| Q3 2021 | $614,000 | -5.1% | 6,101 | -0.7% | 0.16% | -9.3% |
| Q2 2021 | $647,000 | -19.1% | 6,141 | -22.6% | 0.18% | -26.6% |
| Q1 2021 | $800,000 | +5.4% | 7,938 | -14.9% | 0.25% | -9.2% |
| Q4 2020 | $759,000 | +22.2% | 9,331 | +83.9% | 0.27% | +11.9% |
| Q3 2020 | $621,000 | +1.6% | 5,075 | -0.1% | 0.24% | -18.9% |
| Q2 2020 | $611,000 | +33.4% | 5,080 | +10.8% | 0.30% | -2.3% |
| Q1 2020 | $458,000 | -47.1% | 4,586 | -14.8% | 0.31% | -36.1% |
| Q4 2019 | $866,000 | -7.5% | 5,384 | -13.6% | 0.48% | -12.7% |
| Q3 2019 | $936,000 | -32.6% | 6,233 | -33.8% | 0.55% | -47.4% |
| Q1 2019 | $1,389,000 | – | 9,411 | – | 1.05% | – |
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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% |