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 | $919,501 | -16.8% | 10,306 | -11.4% | 0.24% | -16.4% |
| Q2 2023 | $1,105,707 | -4.8% | 11,628 | -6.3% | 0.28% | -7.9% |
| Q1 2023 | $1,160,984 | -24.0% | 12,405 | -25.9% | 0.30% | -31.2% |
| Q4 2022 | $1,528,559 | -9.8% | 16,740 | -18.6% | 0.44% | -17.5% |
| Q3 2022 | $1,695,000 | -72.9% | 20,557 | -70.8% | 0.54% | -72.2% |
| Q2 2022 | $6,257,000 | +180.6% | 70,283 | +222.7% | 1.93% | +144.8% |
| Q1 2022 | $2,230,000 | -18.3% | 21,782 | -16.6% | 0.79% | -11.1% |
| Q4 2021 | $2,728,000 | -20.4% | 26,112 | -23.3% | 0.89% | -34.5% |
| Q3 2021 | $3,428,000 | -11.3% | 34,051 | -7.1% | 1.36% | -20.0% |
| Q2 2021 | $3,864,000 | -19.6% | 36,649 | -23.1% | 1.70% | -40.3% |
| Q1 2021 | $4,804,000 | +14.6% | 47,689 | -7.5% | 2.84% | -13.1% |
| Q4 2020 | $4,191,000 | +26.2% | 51,545 | +90.0% | 3.27% | +10.1% |
| Q3 2020 | $3,322,000 | -5.0% | 27,133 | -6.6% | 2.97% | -6.9% |
| Q2 2020 | $3,498,000 | +65.0% | 29,057 | +37.0% | 3.19% | +39.7% |
| Q1 2020 | $2,120,000 | -50.0% | 21,208 | -19.6% | 2.28% | -40.9% |
| Q4 2019 | $4,240,000 | +6.9% | 26,370 | -0.2% | 3.87% | +0.3% |
| Q3 2019 | $3,967,000 | +25.8% | 26,415 | +26.4% | 3.86% | +26.8% |
| Q2 2019 | $3,153,000 | -8.7% | 20,893 | -10.8% | 3.04% | -11.8% |
| Q1 2019 | $3,455,000 | +42.0% | 23,417 | +26.9% | 3.45% | +27.0% |
| Q4 2018 | $2,433,000 | – | 18,456 | – | 2.72% | – |
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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% |