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 | $21,209,649 | -2.3% | 237,723 | +4.1% | 0.00% | 0.0% |
| Q2 2023 | $21,719,337 | +13.3% | 228,408 | +11.5% | 0.00% | 0.0% |
| Q1 2023 | $19,172,191 | +99006.7% | 204,848 | -3.3% | 0.00% | -33.3% |
| Q4 2022 | $19,345 | -99.9% | 211,859 | -0.0% | 0.00% | 0.0% |
| Q3 2022 | $17,473,000 | -23.4% | 211,923 | -17.3% | 0.00% | 0.0% |
| Q2 2022 | $22,809,000 | -8.6% | 256,196 | +5.1% | 0.00% | 0.0% |
| Q1 2022 | $24,958,000 | -4.1% | 243,750 | -2.1% | 0.00% | 0.0% |
| Q4 2021 | $26,027,000 | -32.2% | 249,095 | -34.7% | 0.00% | -40.0% |
| Q3 2021 | $38,374,000 | +8.1% | 381,182 | +13.2% | 0.01% | +25.0% |
| Q2 2021 | $35,506,000 | -12.5% | 336,775 | -16.4% | 0.00% | -20.0% |
| Q1 2021 | $40,589,000 | +22.1% | 402,906 | -1.4% | 0.01% | 0.0% |
| Q4 2020 | $33,240,000 | +39.5% | 408,805 | +109.4% | 0.01% | +25.0% |
| Q3 2020 | $23,826,000 | +5.6% | 195,213 | +4.2% | 0.00% | 0.0% |
| Q2 2020 | $22,553,000 | +16.6% | 187,361 | -3.2% | 0.00% | -20.0% |
| Q1 2020 | $19,341,000 | -46.3% | 193,528 | -13.6% | 0.01% | -28.6% |
| Q4 2019 | $36,019,000 | +12.0% | 223,999 | +4.6% | 0.01% | +16.7% |
| Q3 2019 | $32,161,000 | +35.1% | 214,136 | +31.9% | 0.01% | +20.0% |
| Q2 2019 | $23,807,000 | +3.4% | 162,404 | +4.1% | 0.01% | 0.0% |
| Q1 2019 | $23,022,000 | +29.9% | 156,042 | +16.1% | 0.01% | +25.0% |
| Q4 2018 | $17,725,000 | -23.2% | 134,434 | -2.8% | 0.00% | 0.0% |
| Q3 2018 | $23,088,000 | +3.1% | 138,307 | +0.9% | 0.00% | -20.0% |
| Q2 2018 | $22,388,000 | +12.0% | 137,124 | +3.5% | 0.01% | +25.0% |
| Q1 2018 | $19,987,000 | +8.6% | 132,506 | +10.5% | 0.00% | 0.0% |
| Q4 2017 | $18,411,000 | +56.8% | 119,889 | +51.2% | 0.00% | +33.3% |
| Q3 2017 | $11,743,000 | +46.9% | 79,268 | +38.6% | 0.00% | +50.0% |
| Q2 2017 | $7,993,000 | +6.7% | 57,172 | +5.8% | 0.00% | 0.0% |
| Q1 2017 | $7,493,000 | +4.2% | 54,046 | +5.2% | 0.00% | 0.0% |
| Q4 2016 | $7,194,000 | +16.4% | 51,380 | +3.7% | 0.00% | 0.0% |
| Q3 2016 | $6,183,000 | +4.5% | 49,538 | -2.1% | 0.00% | +100.0% |
| Q2 2016 | $5,914,000 | +11.5% | 50,620 | +8.1% | 0.00% | 0.0% |
| Q1 2016 | $5,306,000 | -37.5% | 46,821 | -40.4% | 0.00% | -50.0% |
| Q4 2015 | $8,491,000 | -14.6% | 78,505 | -17.3% | 0.00% | -33.3% |
| Q3 2015 | $9,948,000 | -29.1% | 94,931 | -20.4% | 0.00% | 0.0% |
| Q2 2015 | $14,036,000 | +24.8% | 119,191 | +26.0% | 0.00% | 0.0% |
| Q1 2015 | $11,250,000 | +0.1% | 94,611 | -0.7% | 0.00% | 0.0% |
| Q4 2014 | $11,235,000 | +5.4% | 95,258 | -4.1% | 0.00% | 0.0% |
| Q3 2014 | $10,661,000 | -20.7% | 99,364 | -14.7% | 0.00% | 0.0% |
| Q2 2014 | $13,440,000 | -8.3% | 116,437 | -9.9% | 0.00% | -25.0% |
| Q1 2014 | $14,663,000 | -0.1% | 129,255 | -2.0% | 0.00% | 0.0% |
| Q4 2013 | $14,675,000 | +16.0% | 131,899 | +6.6% | 0.00% | 0.0% |
| Q3 2013 | $12,654,000 | +17.4% | 123,790 | +7.3% | 0.00% | +33.3% |
| Q2 2013 | $10,777,000 | – | 115,335 | – | 0.00% | – |
Download | ||||||
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% |