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 | $5,222,889 | +3.6% | 58,540 | +10.4% | 2.90% | +3.2% |
| Q2 2023 | $5,040,750 | -0.2% | 53,011 | -1.8% | 2.81% | -7.0% |
| Q1 2023 | $5,050,916 | -0.8% | 53,970 | -3.3% | 3.02% | -8.1% |
| Q4 2022 | $5,093,924 | +9.9% | 55,787 | -0.7% | 3.29% | +1.2% |
| Q3 2022 | $4,633,000 | -8.3% | 56,190 | -1.0% | 3.25% | -9.8% |
| Q2 2022 | $5,051,000 | -13.0% | 56,731 | +0.0% | 3.60% | -11.5% |
| Q1 2022 | $5,807,000 | -1.9% | 56,720 | +0.1% | 4.07% | +0.5% |
| Q4 2021 | $5,920,000 | -31.9% | 56,659 | -34.4% | 4.05% | +29.1% |
| Q3 2021 | $8,694,000 | -4.6% | 86,366 | -0.8% | 3.14% | -16.4% |
| Q2 2021 | $9,117,000 | +3.9% | 87,058 | -0.1% | 3.75% | -22.1% |
| Q1 2021 | $8,778,000 | +21.4% | 87,117 | -2.1% | 4.82% | +4.3% |
| Q4 2020 | $7,232,000 | – | 88,945 | – | 4.62% | – |
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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% |