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 | $717,864 | -1.3% | 8,046 | +5.2% | 0.00% | 0.0% |
| Q2 2023 | $727,058 | +1.6% | 7,646 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $715,589 | +2.5% | 7,646 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $698,156 | +10.8% | 7,646 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $630,000 | -7.5% | 7,646 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $681,000 | -14.0% | 7,646 | -1.1% | 0.00% | 0.0% |
| Q1 2022 | $792,000 | -2.0% | 7,732 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $808,000 | -3.0% | 7,732 | -6.5% | 0.00% | 0.0% |
| Q3 2021 | $833,000 | +17.7% | 8,270 | +23.1% | 0.00% | +33.3% |
| Q2 2021 | $708,000 | +16.3% | 6,718 | +11.1% | 0.00% | 0.0% |
| Q1 2021 | $609,000 | +23.8% | 6,048 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $492,000 | +33.0% | 6,048 | +100.0% | 0.00% | +50.0% |
| Q3 2020 | $370,000 | +1.6% | 3,024 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $364,000 | +20.5% | 3,024 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $302,000 | -37.9% | 3,024 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $486,000 | +6.6% | 3,024 | -0.3% | 0.00% | 0.0% |
| Q3 2019 | $456,000 | +1.1% | 3,033 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $451,000 | -3.4% | 3,033 | -4.3% | 0.00% | -25.0% |
| Q1 2019 | $467,000 | +11.7% | 3,168 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $418,000 | -21.0% | 3,168 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $529,000 | +2.3% | 3,168 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $517,000 | +8.2% | 3,168 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $478,000 | -1.8% | 3,168 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $487,000 | +3.6% | 3,168 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $470,000 | +6.1% | 3,168 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $443,000 | +0.9% | 3,168 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $439,000 | -1.1% | 3,168 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $444,000 | +23.3% | 3,168 | +9.8% | 0.00% | 0.0% |
| Q3 2016 | $360,000 | +6.8% | 2,885 | 0.0% | 0.00% | +33.3% |
| Q2 2016 | $337,000 | +3.1% | 2,885 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $327,000 | +4.8% | 2,885 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $312,000 | +8.3% | 2,885 | +4.9% | 0.00% | 0.0% |
| Q3 2015 | $288,000 | -11.1% | 2,750 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $324,000 | -0.9% | 2,750 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $327,000 | +0.9% | 2,750 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $324,000 | +9.8% | 2,750 | 0.0% | 0.00% | +50.0% |
| Q3 2014 | $295,000 | -6.9% | 2,750 | 0.0% | 0.00% | -33.3% |
| Q2 2014 | $317,000 | +1.6% | 2,750 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $312,000 | +2.0% | 2,750 | 0.0% | 0.00% | +50.0% |
| Q4 2013 | $306,000 | +8.9% | 2,750 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $281,000 | +0.4% | 2,750 | -8.3% | 0.00% | -33.3% |
| Q2 2013 | $280,000 | – | 3,000 | – | 0.00% | – |
Download | ||||||
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% |