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 | $588,927 | -6.4% | 6,601 | -0.3% | 0.12% | -14.2% |
| Q2 2023 | $629,385 | +3.3% | 6,619 | +1.7% | 0.13% | -7.6% |
| Q1 2023 | $609,297 | +3.4% | 6,510 | +0.8% | 0.14% | -8.8% |
| Q4 2022 | $589,497 | +11.9% | 6,456 | +1.3% | 0.16% | -16.8% |
| Q3 2022 | $527,000 | -4.7% | 6,372 | +2.7% | 0.19% | +2.1% |
| Q2 2022 | $553,000 | -12.1% | 6,203 | +0.9% | 0.19% | -3.6% |
| Q1 2022 | $629,000 | -1.6% | 6,150 | +0.2% | 0.19% | +2.1% |
| Q4 2021 | $639,000 | +5.8% | 6,140 | +2.3% | 0.19% | -9.1% |
| Q3 2021 | $604,000 | -2.4% | 6,001 | +2.0% | 0.21% | -5.9% |
| Q2 2021 | $619,000 | +22.1% | 5,884 | +17.0% | 0.22% | +9.9% |
| Q1 2021 | $507,000 | – | 5,029 | – | 0.20% | – |
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% |