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 | $9,253,968 | +7.8% | 103,721 | +14.9% | 1.65% | +6.0% |
| Q2 2023 | $8,580,711 | +11.6% | 90,238 | +9.9% | 1.55% | +5.3% |
| Q1 2023 | $7,685,946 | +8.5% | 82,124 | +5.8% | 1.48% | +1.0% |
| Q4 2022 | $7,085,157 | +26.1% | 77,595 | +13.9% | 1.46% | +10.9% |
| Q3 2022 | $5,618,000 | +9.0% | 68,141 | +17.8% | 1.32% | +9.5% |
| Q2 2022 | $5,152,000 | -2.0% | 57,867 | +12.7% | 1.20% | +7.9% |
| Q1 2022 | $5,257,000 | +15.2% | 51,340 | +17.5% | 1.11% | +16.2% |
| Q4 2021 | $4,564,000 | +42.5% | 43,680 | +37.3% | 0.96% | +22.3% |
| Q3 2021 | $3,202,000 | +26.7% | 31,811 | +32.7% | 0.78% | +19.7% |
| Q2 2021 | $2,528,000 | +31.3% | 23,980 | +25.4% | 0.66% | +15.3% |
| Q1 2021 | $1,926,000 | +74.1% | 19,120 | +40.6% | 0.57% | +53.1% |
| Q4 2020 | $1,106,000 | +318.9% | 13,601 | +529.7% | 0.37% | +294.7% |
| Q3 2020 | $264,000 | – | 2,160 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |