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 | $520,151 | -5.9% | 5,830 | +0.3% | 0.31% | -2.5% |
| Q2 2023 | $552,946 | +1.8% | 5,815 | +0.2% | 0.32% | -3.0% |
| Q1 2023 | $543,229 | +2.7% | 5,804 | +0.2% | 0.33% | +2.5% |
| Q4 2022 | $529,158 | +10.9% | 5,795 | +0.1% | 0.32% | -3.0% |
| Q3 2022 | $477,000 | -10.7% | 5,788 | -3.4% | 0.33% | -6.5% |
| Q2 2022 | $534,000 | -12.9% | 5,994 | +0.1% | 0.36% | -2.5% |
| Q1 2022 | $613,000 | -19.4% | 5,986 | -17.8% | 0.36% | -13.5% |
| Q4 2021 | $761,000 | +4.5% | 7,279 | +0.7% | 0.42% | -4.5% |
| Q3 2021 | $728,000 | -5.6% | 7,228 | -1.1% | 0.44% | -5.0% |
| Q2 2021 | $771,000 | +3.4% | 7,310 | -1.2% | 0.46% | -3.3% |
| Q1 2021 | $746,000 | +24.1% | 7,401 | +0.2% | 0.48% | +17.1% |
| Q4 2020 | $601,000 | -12.6% | 7,389 | +31.5% | 0.41% | -23.5% |
| Q3 2020 | $688,000 | -6.5% | 5,617 | -8.1% | 0.54% | -13.4% |
| Q2 2020 | $736,000 | +21.9% | 6,111 | +1.1% | 0.62% | +1.0% |
| Q1 2020 | $604,000 | -38.1% | 6,047 | -0.3% | 0.61% | -22.1% |
| Q4 2019 | $975,000 | +7.1% | 6,066 | +0.1% | 0.79% | 0.0% |
| Q3 2019 | $910,000 | – | 6,058 | – | 0.79% | – |
Download | ||||||
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% |