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 | $37,919 | -30.2% | 425 | -25.6% | 0.00% | -50.0% |
| Q2 2023 | $54,297 | +75.3% | 571 | +72.5% | 0.00% | +100.0% |
| Q1 2023 | $30,979 | +2.5% | 331 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $30,224 | +4.2% | 331 | -6.8% | 0.00% | 0.0% |
| Q3 2022 | $29,000 | 0.0% | 355 | +10.6% | 0.00% | 0.0% |
| Q2 2022 | $29,000 | -17.1% | 321 | -7.2% | 0.00% | 0.0% |
| Q1 2022 | $35,000 | -7.9% | 346 | -4.2% | 0.00% | 0.0% |
| Q4 2021 | $38,000 | +18.8% | 361 | +12.1% | 0.00% | 0.0% |
| Q3 2021 | $32,000 | -5.9% | 322 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $34,000 | +6.2% | 322 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $32,000 | +23.1% | 322 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $26,000 | -3.7% | 322 | +43.8% | 0.00% | 0.0% |
| Q3 2020 | $27,000 | -15.6% | 224 | -14.8% | 0.00% | -50.0% |
| Q2 2020 | $32,000 | -23.8% | 263 | -37.1% | 0.00% | -33.3% |
| Q1 2020 | $42,000 | -31.1% | 418 | +9.7% | 0.00% | 0.0% |
| Q4 2019 | $61,000 | +7.0% | 381 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $57,000 | +1.8% | 381 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $56,000 | 0.0% | 381 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $56,000 | +5.7% | 381 | -5.2% | 0.00% | -25.0% |
| Q4 2018 | $53,000 | -17.2% | 402 | +5.5% | 0.00% | 0.0% |
| Q3 2018 | $64,000 | +3.2% | 381 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $62,000 | +1.6% | 381 | -6.2% | 0.00% | 0.0% |
| Q1 2018 | $61,000 | -12.9% | 406 | -11.0% | 0.00% | 0.0% |
| Q4 2017 | $70,000 | +25.0% | 456 | +21.3% | 0.00% | 0.0% |
| Q3 2017 | $56,000 | +12.0% | 376 | +5.6% | 0.00% | +33.3% |
| Q2 2017 | $50,000 | +2.0% | 356 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $49,000 | +250.0% | 356 | +256.0% | 0.00% | +200.0% |
| Q4 2016 | $14,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $12,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $12,000 | -47.8% | 100 | -50.0% | 0.00% | -50.0% |
| Q1 2016 | $23,000 | +4.5% | 200 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $22,000 | -4.3% | 200 | -7.0% | 0.00% | 0.0% |
| Q3 2015 | $23,000 | +27.8% | 215 | +43.3% | 0.00% | +100.0% |
| Q2 2015 | $18,000 | 0.0% | 150 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $18,000 | +38.5% | 150 | +31.6% | 0.00% | 0.0% |
| Q4 2014 | $13,000 | +8.3% | 114 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $12,000 | -7.7% | 114 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $13,000 | 0.0% | 114 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $13,000 | +85.7% | 114 | +78.1% | 0.00% | 0.0% |
| Q4 2013 | $7,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q3 2013 | $7,000 | +16.7% | 64 | 0.0% | 0.00% | 0.0% |
| Q2 2013 | $6,000 | – | 64 | – | 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% |