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 | $1,138,643 | -8.4% | 12,762 | -2.0% | 0.94% | +1.1% |
| Q2 2023 | $1,243,039 | +2.1% | 13,027 | +0.1% | 0.93% | -1.7% |
| Q1 2023 | $1,217,797 | +2.4% | 13,012 | +0.0% | 0.95% | +5.9% |
| Q4 2022 | $1,188,774 | +11.8% | 13,008 | +0.9% | 0.90% | -1.2% |
| Q3 2022 | $1,063,000 | -6.6% | 12,892 | +0.8% | 0.91% | -0.8% |
| Q2 2022 | $1,138,000 | -5.7% | 12,795 | +8.7% | 0.92% | +13.4% |
| Q1 2022 | $1,207,000 | +6.6% | 11,772 | +8.6% | 0.81% | +12.4% |
| Q4 2021 | $1,132,000 | +5.1% | 10,839 | +1.3% | 0.72% | -9.5% |
| Q3 2021 | $1,077,000 | -0.6% | 10,698 | +4.4% | 0.79% | -0.4% |
| Q2 2021 | $1,083,000 | +22.9% | 10,245 | +17.2% | 0.80% | +13.4% |
| Q1 2021 | $881,000 | +347.2% | 8,743 | +261.3% | 0.70% | +315.4% |
| Q4 2020 | $197,000 | – | 2,420 | – | 0.17% | – |
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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% |