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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $7,343,000 | -14.9% | 69,666 | -18.7% | 3.78% | -19.0% |
| Q1 2021 | $8,633,000 | +15.2% | 85,692 | -7.0% | 4.67% | +7.4% |
| Q4 2020 | $7,494,000 | +29.5% | 92,124 | +0.8% | 4.35% | +14.1% |
| Q3 2020 | $5,787,000 | +13.4% | 91,355 | +115.5% | 3.81% | +7.7% |
| Q2 2020 | $5,102,000 | +16.6% | 42,389 | +3.9% | 3.54% | +5.4% |
| Q1 2020 | $4,376,000 | -21.2% | 40,788 | +18.2% | 3.36% | -23.2% |
| Q4 2019 | $5,552,000 | +10.4% | 34,515 | +3.3% | 4.37% | +2.1% |
| Q3 2019 | $5,027,000 | +4.5% | 33,422 | +3.3% | 4.28% | +3.6% |
| Q2 2019 | $4,812,000 | +1.3% | 32,368 | +0.6% | 4.13% | -9.1% |
| Q1 2019 | $4,749,000 | +15.2% | 32,170 | +2.7% | 4.55% | +13.0% |
| Q4 2018 | $4,123,000 | – | 31,328 | – | 4.02% | – |
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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% |