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 | $270,841 | -15.5% | 3,036 | -9.9% | 0.04% | -14.0% |
| Q2 2023 | $320,456 | -71.2% | 3,370 | -71.7% | 0.05% | -72.4% |
| Q1 2023 | $1,112,562 | -0.8% | 11,888 | -3.2% | 0.18% | -4.7% |
| Q4 2022 | $1,121,074 | +10.7% | 12,278 | -0.1% | 0.19% | +8.6% |
| Q3 2022 | $1,013,000 | -8.0% | 12,288 | -0.7% | 0.18% | -40.1% |
| Q2 2022 | $1,101,000 | -16.1% | 12,370 | -3.5% | 0.29% | +60.4% |
| Q1 2022 | $1,312,000 | -0.1% | 12,813 | +2.0% | 0.18% | +9.0% |
| Q4 2021 | $1,313,000 | +9.9% | 12,563 | +5.9% | 0.17% | +4.4% |
| Q3 2021 | $1,195,000 | -0.5% | 11,868 | +4.1% | 0.16% | -3.0% |
| Q2 2021 | $1,201,000 | +41.8% | 11,396 | +35.6% | 0.16% | +31.0% |
| Q1 2021 | $847,000 | +31.9% | 8,407 | +6.6% | 0.13% | +37.0% |
| Q4 2020 | $642,000 | +34.0% | 7,890 | +101.5% | 0.09% | +17.9% |
| Q3 2020 | $479,000 | -0.2% | 3,915 | +0.3% | 0.08% | +1.3% |
| Q2 2020 | $480,000 | +10.9% | 3,902 | -1.9% | 0.08% | -1.3% |
| Q1 2020 | $433,000 | -27.0% | 3,976 | +0.7% | 0.08% | -25.0% |
| Q4 2019 | $593,000 | -6.5% | 3,949 | -6.4% | 0.10% | -13.3% |
| Q3 2019 | $634,000 | -7.3% | 4,220 | -8.3% | 0.12% | -9.8% |
| Q2 2019 | $684,000 | +8.9% | 4,604 | +8.1% | 0.13% | +3.9% |
| Q1 2019 | $628,000 | +33.6% | 4,258 | +19.4% | 0.13% | +24.3% |
| Q4 2018 | $470,000 | – | 3,567 | – | 0.10% | – |
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% |