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 | $2,001,130 | -9.1% | 22,429 | -3.1% | 1.11% | -7.3% |
| Q2 2023 | $2,202,129 | +1.6% | 23,158 | 0.0% | 1.20% | +17.4% |
| Q1 2023 | $2,167,391 | +2.5% | 23,158 | 0.0% | 1.02% | -21.6% |
| Q4 2022 | $2,114,590 | +28.1% | 23,158 | +15.7% | 1.30% | +36.4% |
| Q3 2022 | $1,651,000 | -10.6% | 20,022 | -3.5% | 0.95% | -1.9% |
| Q2 2022 | $1,847,000 | -21.0% | 20,744 | -9.2% | 0.97% | -13.8% |
| Q1 2022 | $2,338,000 | +5.6% | 22,837 | +7.7% | 1.13% | -15.5% |
| Q4 2021 | $2,215,000 | – | 21,201 | – | 1.33% | – |
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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% |