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 | $2,431,181 | -4.6% | 27,136 | +1.2% | 0.01% | +200.0% |
Q2 2023 | $2,549,156 | +59.5% | 26,808 | +57.0% | 0.00% | -90.6% |
Q1 2023 | $1,598,187 | +43.7% | 17,076 | +19.9% | 0.03% | +128.6% |
Q4 2022 | $1,111,826 | -12.4% | 14,245 | -7.4% | 0.01% | -12.5% |
Q3 2022 | $1,269,000 | -10.3% | 15,384 | -3.1% | 0.02% | -5.9% |
Q2 2022 | $1,414,000 | +6.0% | 15,878 | +21.8% | 0.02% | +21.4% |
Q1 2022 | $1,334,000 | -4.1% | 13,037 | -2.1% | 0.01% | +7.7% |
Q4 2021 | $1,391,000 | +76.3% | 13,312 | +69.8% | 0.01% | +18.2% |
Q3 2021 | $789,000 | +53.2% | 7,838 | +60.4% | 0.01% | +57.1% |
Q2 2021 | $515,000 | -4.3% | 4,888 | -8.4% | 0.01% | -22.2% |
Q1 2021 | $538,000 | +20.9% | 5,336 | -2.4% | 0.01% | +28.6% |
Q4 2020 | $445,000 | +111.9% | 5,468 | +219.0% | 0.01% | +75.0% |
Q3 2020 | $210,000 | -83.4% | 1,714 | -83.7% | 0.00% | -85.7% |
Q2 2020 | $1,268,000 | – | 10,533 | – | 0.03% | – |
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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% |