ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 492 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 1.98 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,484,583 | -7.5% | 17,041 | +1.6% | 0.38% | -4.3% |
| Q2 2023 | $1,605,814 | +3.0% | 16,771 | -0.1% | 0.40% | -2.4% |
| Q1 2023 | $1,558,675 | -21.5% | 16,791 | -16.6% | 0.41% | -23.7% |
| Q4 2022 | $1,986,637 | +6.4% | 20,138 | -5.8% | 0.54% | -6.6% |
| Q3 2022 | $1,867,000 | -20.8% | 21,381 | -12.0% | 0.57% | -16.0% |
| Q2 2022 | $2,358,000 | -19.6% | 24,304 | -17.4% | 0.68% | -12.3% |
| Q1 2022 | $2,932,000 | -5.9% | 29,416 | -0.2% | 0.78% | -4.7% |
| Q4 2021 | $3,116,000 | -2.9% | 29,469 | -4.7% | 0.82% | -7.5% |
| Q3 2021 | $3,210,000 | +5.4% | 30,927 | +0.4% | 0.88% | +1.3% |
| Q2 2021 | $3,045,000 | -4.9% | 30,809 | -1.7% | 0.87% | -16.2% |
| Q1 2021 | $3,201,000 | +2.9% | 31,352 | -6.9% | 1.04% | -1.7% |
| Q4 2020 | $3,111,000 | +26.0% | 33,689 | -11.5% | 1.06% | +6.9% |
| Q3 2020 | $2,469,000 | -4.3% | 38,080 | +97.4% | 0.99% | -4.6% |
| Q2 2020 | $2,579,000 | +27.1% | 19,292 | -3.6% | 1.04% | +2.5% |
| Q1 2020 | $2,029,000 | -22.9% | 20,005 | +20.8% | 1.01% | -13.5% |
| Q4 2019 | $2,633,000 | +0.2% | 16,557 | -0.4% | 1.17% | -8.7% |
| Q3 2019 | $2,628,000 | – | 16,619 | – | 1.28% | – |
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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% |