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 | $4,714,709 | -6.7% | 52,844 | -0.5% | 2.81% | -6.2% |
| Q2 2023 | $5,051,241 | +3.7% | 53,121 | +2.1% | 3.00% | -3.9% |
| Q1 2023 | $4,870,015 | +3.6% | 52,036 | +1.1% | 3.12% | -3.5% |
| Q4 2022 | $4,698,596 | +9.5% | 51,458 | -1.1% | 3.23% | -1.2% |
| Q3 2022 | $4,291,000 | -6.7% | 52,040 | +0.8% | 3.27% | -2.1% |
| Q2 2022 | $4,598,000 | -11.8% | 51,650 | +1.4% | 3.34% | +2.0% |
| Q1 2022 | $5,213,000 | -0.0% | 50,918 | +2.0% | 3.27% | -1.5% |
| Q4 2021 | $5,214,000 | +7.2% | 49,902 | +3.3% | 3.32% | -3.2% |
| Q3 2021 | $4,862,000 | -0.8% | 48,293 | +3.9% | 3.43% | -2.9% |
| Q2 2021 | $4,901,000 | +18.3% | 46,486 | +13.0% | 3.53% | -5.3% |
| Q1 2021 | $4,142,000 | +28.8% | 41,121 | +4.0% | 3.73% | +17.4% |
| Q4 2020 | $3,215,000 | – | 39,539 | – | 3.18% | – |
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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% |