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 | $5,622,985 | -6.5% | 63,024 | -0.3% | 0.23% | -3.8% |
| Q2 2023 | $6,011,002 | +2.5% | 63,214 | +0.9% | 0.24% | -2.5% |
| Q1 2023 | $5,862,689 | +8.2% | 62,642 | -4.6% | 0.24% | -16.7% |
| Q3 2022 | $5,416,000 | -6.9% | 65,691 | +0.5% | 0.29% | -1.7% |
| Q2 2022 | $5,818,000 | -17.3% | 65,354 | -3.0% | 0.30% | -23.0% |
| Q4 2021 | $7,037,000 | – | 67,342 | – | 0.39% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 292,393 | $26,087 | 14.28% |
| Cosner Financial Group, LLC | 103,871 | $9,267,355 | 8.17% |
| Forbes Financial Planning, Inc. | 79,981 | $7,135,913 | 7.65% |
| Pensionmark Financial Group, LLC | 329,889 | $29,604,803 | 5.86% |
| Probity Advisors, Inc. | 275,750 | $24,602,454 | 5.67% |
| ETFIDEA, LLC | 127,397 | $11,366,319 | 4.83% |
| Sterling Financial Planning, Inc. | 86,386 | $7,707,379 | 3.95% |
| LTG Capital LLC | 38,661 | $3,449,335 | 3.64% |
| SOUTHERN CAPITAL ADVISORS, LLC | 47,835 | $4,267,806 | 3.55% |
| Ellis Investment Partners, LLC | 152,196 | $13,578,933 | 3.49% |