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 | $4,623,900 | -4.8% | 51,826 | +1.5% | 0.70% | -0.3% |
| Q2 2023 | $4,854,518 | +22.9% | 51,052 | +20.9% | 0.70% | +14.4% |
| Q1 2023 | $3,951,290 | +5.6% | 42,219 | +3.0% | 0.61% | -0.2% |
| Q4 2022 | $3,741,046 | +13.5% | 40,971 | +2.5% | 0.61% | +5.0% |
| Q3 2022 | $3,296,000 | -6.0% | 39,976 | +1.5% | 0.58% | -2.7% |
| Q2 2022 | $3,507,000 | -13.6% | 39,390 | -0.6% | 0.60% | -3.2% |
| Q1 2022 | $4,057,000 | -2.6% | 39,619 | -0.6% | 0.62% | -1.1% |
| Q4 2021 | $4,166,000 | +1.9% | 39,867 | -1.9% | 0.63% | -5.6% |
| Q3 2021 | $4,090,000 | -4.0% | 40,629 | +0.6% | 0.66% | -2.9% |
| Q2 2021 | $4,260,000 | +3.4% | 40,404 | -1.2% | 0.68% | -2.3% |
| Q1 2021 | $4,119,000 | -3.5% | 40,887 | -22.1% | 0.70% | -10.2% |
| Q4 2020 | $4,268,000 | – | 52,495 | – | 0.78% | – |
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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% |