ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $242,390 | +1.7% | 2,717 | +8.4% | 0.18% | +5.4% |
| Q2 2023 | $238,369 | -2.7% | 2,506 | -4.2% | 0.17% | -9.3% |
| Q1 2023 | $244,891 | -4.5% | 2,617 | -6.8% | 0.18% | -12.9% |
| Q4 2022 | $256,399 | +2.6% | 2,808 | -7.4% | 0.21% | -9.1% |
| Q3 2022 | $250,000 | -6.7% | 3,032 | +0.6% | 0.23% | -13.5% |
| Q2 2022 | $268,000 | -13.0% | 3,014 | +0.3% | 0.27% | +7.7% |
| Q1 2022 | $308,000 | -7.8% | 3,005 | -6.0% | 0.25% | -1.6% |
| Q4 2021 | $334,000 | +4.4% | 3,197 | +0.4% | 0.25% | -1.2% |
| Q3 2021 | $320,000 | -4.2% | 3,183 | +0.4% | 0.26% | -2.3% |
| Q2 2021 | $334,000 | +4.7% | 3,169 | +0.2% | 0.26% | -1.5% |
| Q1 2021 | $319,000 | +24.6% | 3,162 | +0.3% | 0.26% | +11.8% |
| Q4 2020 | $256,000 | +26.7% | 3,152 | +91.0% | 0.24% | +9.7% |
| Q3 2020 | $202,000 | +2.0% | 1,650 | +0.4% | 0.22% | -4.8% |
| Q2 2020 | $198,000 | -10.4% | 1,643 | -25.6% | 0.23% | -25.6% |
| Q1 2020 | $221,000 | -93.6% | 2,208 | -89.7% | 0.30% | -91.4% |
| Q4 2019 | $3,453,000 | – | 21,477 | – | 3.54% | – |
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% |