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 | $1,179,935 | -6.2% | 13,225 | 0.0% | 0.31% | -8.6% |
| Q2 2023 | $1,257,565 | +1.6% | 13,225 | 0.0% | 0.34% | -6.6% |
| Q1 2023 | $1,237,728 | +1.7% | 13,225 | -0.8% | 0.36% | -9.2% |
| Q4 2022 | $1,217,528 | +9.6% | 13,334 | -1.1% | 0.40% | +2.0% |
| Q3 2022 | $1,111,000 | -4.1% | 13,476 | +3.6% | 0.39% | +0.8% |
| Q2 2022 | $1,158,000 | -13.2% | 13,002 | -0.2% | 0.39% | -15.4% |
| Q1 2022 | $1,334,000 | -4.4% | 13,024 | -6.1% | 0.46% | -11.9% |
| Q3 2021 | $1,396,000 | -4.6% | 13,869 | -0.1% | 0.52% | -10.0% |
| Q2 2021 | $1,464,000 | +4.3% | 13,889 | -0.3% | 0.58% | -2.5% |
| Q1 2021 | $1,403,000 | +55.2% | 13,925 | +25.3% | 0.60% | +44.1% |
| Q4 2020 | $904,000 | +31.0% | 11,114 | +97.2% | 0.41% | +9.3% |
| Q3 2020 | $690,000 | -15.6% | 5,635 | -17.0% | 0.38% | -21.2% |
| Q2 2020 | $818,000 | -35.3% | 6,793 | -46.3% | 0.48% | -47.5% |
| Q1 2020 | $1,265,000 | -28.5% | 12,658 | +15.0% | 0.92% | -19.2% |
| Q4 2019 | $1,769,000 | – | 11,007 | – | 1.13% | – |
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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% |