ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $845,461 | -6.2% | 9,476 | 0.0% | 0.08% | +2.6% |
| Q2 2023 | $901,086 | +1.6% | 9,476 | 0.0% | 0.08% | -2.6% |
| Q1 2023 | $886,867 | -9.9% | 9,476 | -3.2% | 0.08% | -8.2% |
| Q4 2022 | $984,045 | +13.4% | 9,794 | -7.0% | 0.08% | -4.5% |
| Q3 2022 | $868,000 | -8.1% | 10,533 | -0.8% | 0.09% | -3.3% |
| Q2 2022 | $944,000 | -13.1% | 10,613 | +0.0% | 0.09% | -2.1% |
| Q1 2022 | $1,086,000 | -2.6% | 10,612 | -0.6% | 0.09% | -1.1% |
| Q4 2021 | $1,115,000 | +3.7% | 10,672 | -0.1% | 0.10% | -2.1% |
| Q3 2021 | $1,075,000 | -4.6% | 10,684 | -0.1% | 0.10% | -6.7% |
| Q2 2021 | $1,127,000 | +4.6% | 10,698 | +0.0% | 0.10% | -2.8% |
| Q1 2021 | $1,077,000 | +11.6% | 10,697 | -9.9% | 0.11% | -26.7% |
| Q4 2020 | $965,000 | +15.0% | 11,870 | +73.1% | 0.15% | +46.0% |
| Q3 2020 | $839,000 | -99.9% | 6,859 | +0.0% | 0.10% | -3.8% |
| Q2 2020 | $825,441,000 | +120578.5% | 6,857 | +0.1% | 0.10% | 0.0% |
| Q1 2020 | $684,000 | -39.0% | 6,853 | -1.7% | 0.10% | -28.3% |
| Q4 2019 | $1,121,000 | +10.3% | 6,975 | +0.0% | 0.14% | +3.6% |
| Q3 2019 | $1,016,000 | -1.9% | 6,974 | +0.0% | 0.14% | -3.4% |
| Q2 2019 | $1,036,000 | -1.1% | 6,973 | -1.8% | 0.14% | -5.8% |
| Q1 2019 | $1,047,000 | – | 7,102 | – | 0.15% | – |
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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% |