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 | $2,162 | -9.2% | 24,237 | -3.2% | 0.23% | -5.4% |
| Q2 2023 | $2,381 | +1.4% | 25,037 | -0.3% | 0.24% | -20.3% |
| Q1 2023 | $2,349 | +7.6% | 25,102 | +5.0% | 0.30% | +5.3% |
| Q4 2022 | $2,183 | -99.9% | 23,912 | +2.6% | 0.28% | +18.3% |
| Q3 2022 | $1,922,000 | -4.9% | 23,312 | +2.8% | 0.24% | -0.4% |
| Q2 2022 | $2,020,000 | +4.3% | 22,686 | +19.9% | 0.24% | +30.1% |
| Q1 2022 | $1,937,000 | -8.6% | 18,921 | -6.8% | 0.19% | -7.5% |
| Q4 2021 | $2,120,000 | +2.8% | 20,291 | -1.0% | 0.20% | -28.0% |
| Q3 2021 | $2,063,000 | -12.4% | 20,491 | -8.3% | 0.28% | +15.3% |
| Q2 2021 | $2,355,000 | -15.4% | 22,340 | -19.2% | 0.24% | -16.0% |
| Q1 2021 | $2,784,000 | +78.5% | 27,640 | +116.9% | 0.29% | +34.6% |
| Q3 2020 | $1,560,000 | +27.1% | 12,745 | +25.0% | 0.21% | +24.4% |
| Q2 2020 | $1,227,000 | – | 10,195 | – | 0.17% | – |
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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% |