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 | $2,387,761 | -5.1% | 26,715 | +1.0% | 1.20% | +0.2% |
| Q2 2023 | $2,515,744 | -40.0% | 26,456 | -40.9% | 1.20% | -42.1% |
| Q1 2023 | $4,192,655 | +4.8% | 44,796 | +2.2% | 2.07% | -3.9% |
| Q4 2022 | $4,000,414 | -99.9% | 43,811 | -3.3% | 2.15% | +2.1% |
| Q3 2022 | $3,774,984,000 | -3.4% | 45,288 | +3.2% | 2.11% | +12.2% |
| Q2 2022 | $3,906,951,000 | +118580.2% | 43,883 | +36.5% | 1.88% | +26.7% |
| Q1 2022 | $3,292,000 | -1.8% | 32,153 | +0.2% | 1.48% | +6.8% |
| Q4 2021 | $3,353,000 | +12.4% | 32,079 | +10.5% | 1.39% | +5.7% |
| Q3 2021 | $2,984,000 | +23.6% | 29,034 | +26.8% | 1.32% | +25.0% |
| Q2 2021 | $2,414,000 | +15.2% | 22,902 | +10.1% | 1.05% | -0.9% |
| Q1 2021 | $2,096,000 | +153.8% | 20,809 | +97.2% | 1.06% | +128.4% |
| Q4 2020 | $826,000 | – | 10,554 | – | 0.46% | – |
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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% |