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 | $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% | – |
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% |