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 | $2,241,449 | -12.7% | 25,123 | -7.0% | 0.42% | -12.0% |
| Q2 2023 | $2,568,449 | +5.1% | 27,011 | +3.5% | 0.47% | 0.0% |
| Q1 2023 | $2,442,860 | -6.0% | 26,102 | -8.3% | 0.47% | -14.0% |
| Q4 2022 | $2,599,114 | +18.4% | 28,465 | +6.9% | 0.55% | +3.6% |
| Q3 2022 | $2,195,000 | -8.5% | 26,628 | -1.2% | 0.53% | -9.1% |
| Q2 2022 | $2,399,000 | -13.4% | 26,944 | -0.5% | 0.58% | -5.5% |
| Q1 2022 | $2,771,000 | -8.8% | 27,067 | -6.9% | 0.62% | -17.2% |
| Q4 2021 | $3,038,000 | +3.6% | 29,078 | -0.2% | 0.75% | -6.3% |
| Q3 2021 | $2,933,000 | -6.3% | 29,139 | -1.9% | 0.80% | -13.1% |
| Q2 2021 | $3,131,000 | -3.1% | 29,702 | -7.4% | 0.92% | -7.3% |
| Q1 2021 | $3,231,000 | +11.3% | 32,071 | -10.1% | 0.99% | +1.3% |
| Q4 2020 | $2,902,000 | +30.3% | 35,692 | +96.1% | 0.98% | +12.7% |
| Q3 2020 | $2,228,000 | +2.5% | 18,201 | +0.8% | 0.87% | -4.9% |
| Q2 2020 | $2,173,000 | +32.2% | 18,053 | +9.7% | 0.91% | +6.7% |
| Q1 2020 | $1,644,000 | -37.0% | 16,453 | +1.4% | 0.86% | -17.6% |
| Q4 2019 | $2,609,000 | +9.1% | 16,225 | +1.9% | 1.04% | +2.6% |
| Q3 2019 | $2,391,000 | -0.7% | 15,923 | -1.7% | 1.01% | -3.0% |
| Q2 2019 | $2,408,000 | -3.0% | 16,199 | -3.7% | 1.04% | -5.6% |
| Q1 2019 | $2,482,000 | +3.4% | 16,823 | -7.6% | 1.10% | -7.0% |
| Q4 2018 | $2,401,000 | -34.6% | 18,208 | -17.3% | 1.19% | -16.3% |
| Q3 2018 | $3,674,000 | -11.3% | 22,009 | -13.3% | 1.42% | -8.2% |
| Q2 2018 | $4,142,000 | +2.8% | 25,371 | -5.0% | 1.55% | +9.5% |
| Q1 2018 | $4,029,000 | -3.7% | 26,709 | -2.0% | 1.41% | -0.6% |
| Q4 2017 | $4,184,000 | +0.2% | 27,242 | -3.3% | 1.42% | -3.6% |
| Q3 2017 | $4,177,000 | +4.0% | 28,164 | -1.9% | 1.47% | +2.0% |
| Q2 2017 | $4,016,000 | -2.4% | 28,721 | -3.2% | 1.44% | -4.7% |
| Q1 2017 | $4,116,000 | -8.2% | 29,685 | -7.3% | 1.52% | -12.9% |
| Q4 2016 | $4,483,000 | +8.6% | 32,023 | -3.2% | 1.74% | +2.4% |
| Q3 2016 | $4,129,000 | -2.2% | 33,082 | -8.4% | 1.70% | -12.2% |
| Q2 2016 | $4,220,000 | -10.3% | 36,125 | -13.0% | 1.94% | -19.9% |
| Q1 2016 | $4,706,000 | -7.1% | 41,531 | -11.3% | 2.42% | -16.4% |
| Q4 2015 | $5,064,000 | +2.1% | 46,818 | -1.1% | 2.89% | -7.4% |
| Q3 2015 | $4,962,000 | -11.6% | 47,350 | -0.6% | 3.12% | -7.1% |
| Q2 2015 | $5,611,000 | -2.4% | 47,652 | -1.5% | 3.36% | -9.5% |
| Q1 2015 | $5,751,000 | +8.3% | 48,367 | -0.5% | 3.71% | +0.7% |
| Q4 2014 | $5,308,000 | 0.0% | 48,630 | -1.7% | 3.68% | 0.0% |
| Q3 2014 | $5,308,000 | -9.4% | 49,472 | -2.5% | 3.68% | -6.7% |
| Q2 2014 | $5,858,000 | +1.4% | 50,749 | -0.4% | 3.95% | -2.0% |
| Q1 2014 | $5,778,000 | +1.4% | 50,933 | -0.6% | 4.03% | -0.3% |
| Q4 2013 | $5,701,000 | – | 51,237 | – | 4.04% | – |
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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% |