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 | $309,096 | -14.8% | 3,464 | -9.2% | 0.13% | -12.8% |
| Q2 2023 | $362,713 | +1.7% | 3,814 | +0.0% | 0.15% | -0.7% |
| Q1 2023 | $356,823 | +2.5% | 3,813 | +0.1% | 0.15% | -1.3% |
| Q4 2022 | $347,958 | +2.6% | 3,811 | -7.3% | 0.15% | -5.6% |
| Q3 2022 | $339,000 | -55.2% | 4,112 | -51.6% | 0.16% | -54.3% |
| Q2 2022 | $756,000 | +1.3% | 8,492 | +18.9% | 0.35% | +5.1% |
| Q1 2022 | $746,000 | 0.0% | 7,140 | 0.0% | 0.34% | 0.0% |
| Q4 2021 | $746,000 | +106.1% | 7,140 | +98.4% | 0.34% | +64.2% |
| Q3 2021 | $362,000 | +4.6% | 3,599 | +9.7% | 0.20% | +1.0% |
| Q2 2021 | $346,000 | +6.5% | 3,282 | 0.0% | 0.20% | -4.3% |
| Q1 2021 | $325,000 | +13.6% | 3,282 | 0.0% | 0.21% | -14.2% |
| Q4 2020 | $286,000 | – | 3,282 | – | 0.25% | – |
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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% |