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 | $457,710 | 0.0% | 4,813 | 0.0% | 0.10% | +5.0% |
| Q2 2023 | $457,710 | +2.0% | 4,813 | +0.4% | 0.10% | -8.3% |
| Q1 2023 | $448,617 | +2.9% | 4,793 | +0.4% | 0.11% | +2.8% |
| Q4 2022 | $436,125 | +11.0% | 4,776 | +0.3% | 0.11% | +2.9% |
| Q3 2022 | $393,000 | -7.7% | 4,763 | +0.6% | 0.10% | -1.0% |
| Q2 2022 | $426,000 | -12.9% | 4,734 | -0.9% | 0.10% | +7.2% |
| Q1 2022 | $489,000 | -1.8% | 4,779 | +0.3% | 0.10% | -11.8% |
| Q4 2021 | $498,000 | +4.4% | 4,766 | +0.5% | 0.11% | -1.8% |
| Q3 2021 | $477,000 | 0.0% | 4,743 | +4.9% | 0.11% | -0.9% |
| Q2 2021 | $477,000 | -6.3% | 4,520 | -10.6% | 0.11% | -15.7% |
| Q1 2021 | $509,000 | +41.0% | 5,055 | +14.0% | 0.13% | +31.4% |
| Q4 2020 | $361,000 | +34.2% | 4,435 | +102.1% | 0.10% | +13.3% |
| Q3 2020 | $269,000 | +2.3% | 2,195 | +0.5% | 0.09% | +3.4% |
| Q2 2020 | $263,000 | +21.2% | 2,185 | +0.4% | 0.09% | -6.5% |
| Q1 2020 | $217,000 | -35.8% | 2,176 | +1.2% | 0.09% | +1.1% |
| Q4 2019 | $338,000 | +3.0% | 2,151 | -1.9% | 0.09% | +3.4% |
| Q3 2019 | $328,000 | +1.2% | 2,192 | +0.4% | 0.09% | -1.1% |
| Q2 2019 | $324,000 | +2.9% | 2,183 | +2.3% | 0.09% | -37.1% |
| Q1 2019 | $315,000 | – | 2,133 | – | 0.14% | – |
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% |