ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 19 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,883,932 | -7.8% | 21,116 | -1.7% | 0.24% | +2.1% |
Q2 2023 | $2,042,744 | +70.4% | 21,482 | +67.7% | 0.24% | +54.9% |
Q1 2023 | $1,198,945 | -1.0% | 12,811 | -3.4% | 0.15% | -3.8% |
Q4 2022 | $1,211,396 | -42.2% | 13,267 | -47.8% | 0.16% | -49.7% |
Q3 2022 | $2,097,000 | -7.6% | 25,437 | -0.2% | 0.32% | -4.2% |
Q2 2022 | $2,269,000 | +13.3% | 25,486 | +30.3% | 0.33% | +18.7% |
Q1 2022 | $2,002,000 | -5.0% | 19,556 | -3.0% | 0.28% | -6.4% |
Q4 2021 | $2,107,000 | +14.8% | 20,167 | +10.6% | 0.30% | +4.6% |
Q3 2021 | $1,835,000 | -3.7% | 18,227 | +0.9% | 0.28% | -6.0% |
Q2 2021 | $1,905,000 | +39.6% | 18,070 | +33.3% | 0.30% | +21.3% |
Q1 2021 | $1,365,000 | +57.1% | 13,551 | +26.8% | 0.25% | +54.7% |
Q4 2020 | $869,000 | +29.7% | 10,685 | +95.3% | 0.16% | +2.5% |
Q3 2020 | $670,000 | +3.2% | 5,471 | +1.4% | 0.16% | -6.5% |
Q2 2020 | $649,000 | +36.9% | 5,394 | +13.7% | 0.17% | +14.3% |
Q1 2020 | $474,000 | -42.2% | 4,742 | -7.0% | 0.15% | -7.0% |
Q4 2019 | $820,000 | – | 5,101 | – | 0.16% | – |
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% |