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 | $4,463,639 | -12.5% | 50,030 | -6.7% | 0.40% | -7.7% |
| Q2 2023 | $5,101,536 | +1.0% | 53,650 | -0.6% | 0.43% | -4.2% |
| Q1 2023 | $5,052,319 | +2.4% | 53,984 | -0.1% | 0.45% | -0.4% |
| Q4 2022 | $4,932,067 | +8.7% | 54,015 | -1.9% | 0.45% | -0.4% |
| Q3 2022 | $4,537,000 | -7.2% | 55,038 | +0.2% | 0.45% | -6.0% |
| Q2 2022 | $4,889,000 | -13.5% | 54,912 | -0.6% | 0.48% | +4.3% |
| Q1 2022 | $5,654,000 | -3.8% | 55,217 | -1.9% | 0.46% | +2.0% |
| Q4 2021 | $5,880,000 | +1.9% | 56,278 | -1.8% | 0.45% | +23.7% |
| Q3 2021 | $5,770,000 | -4.8% | 57,315 | -0.3% | 0.37% | -6.9% |
| Q2 2021 | $6,062,000 | +4.5% | 57,495 | -0.1% | 0.39% | +2.1% |
| Q1 2021 | $5,801,000 | +24.2% | 57,578 | +0.2% | 0.39% | +19.9% |
| Q4 2020 | $4,671,000 | +31.1% | 57,455 | +97.5% | 0.32% | +18.8% |
| Q3 2020 | $3,562,000 | -6.9% | 29,096 | -8.5% | 0.27% | -16.1% |
| Q2 2020 | $3,828,000 | +7.2% | 31,804 | -11.0% | 0.32% | -30.1% |
| Q1 2020 | $3,572,000 | -41.5% | 35,741 | -5.9% | 0.46% | -26.1% |
| Q4 2019 | $6,105,000 | +6.7% | 37,963 | -0.4% | 0.62% | +2.8% |
| Q3 2019 | $5,723,000 | +0.1% | 38,107 | -0.9% | 0.61% | -33.2% |
| Q2 2019 | $5,718,000 | -0.6% | 38,472 | -1.3% | 0.91% | -2.0% |
| Q1 2019 | $5,753,000 | +11.1% | 38,992 | -0.7% | 0.93% | -6.5% |
| Q4 2018 | $5,177,000 | -22.3% | 39,265 | -1.6% | 0.99% | -9.0% |
| Q3 2018 | $6,663,000 | +1.1% | 39,912 | -1.2% | 1.09% | -4.8% |
| Q2 2018 | $6,593,000 | +8.5% | 40,383 | +0.2% | 1.15% | +12.5% |
| Q1 2018 | $6,076,000 | -6.7% | 40,283 | -5.0% | 1.02% | -8.1% |
| Q4 2017 | $6,510,000 | +2.8% | 42,390 | -0.7% | 1.11% | +1.5% |
| Q3 2017 | $6,334,000 | -24.3% | 42,710 | -28.6% | 1.09% | -52.6% |
| Q2 2017 | $8,362,000 | +2.1% | 59,804 | +1.2% | 2.31% | +1.2% |
| Q1 2017 | $8,192,000 | +4.7% | 59,084 | +5.7% | 2.28% | -1.5% |
| Q4 2016 | $7,823,000 | +39.6% | 55,873 | +24.5% | 2.32% | +29.0% |
| Q3 2016 | $5,603,000 | +11.6% | 44,892 | +4.5% | 1.80% | +8.5% |
| Q2 2016 | $5,019,000 | +2.9% | 42,961 | -0.2% | 1.66% | -4.2% |
| Q1 2016 | $4,876,000 | +2.0% | 43,029 | -2.7% | 1.73% | +2.4% |
| Q4 2015 | $4,782,000 | +3.1% | 44,213 | -0.1% | 1.69% | +1.8% |
| Q3 2015 | $4,639,000 | -18.2% | 44,269 | -8.1% | 1.66% | -6.4% |
| Q2 2015 | $5,671,000 | -28.5% | 48,158 | -27.8% | 1.77% | -27.7% |
| Q1 2015 | $7,933,000 | +9.6% | 66,715 | +8.7% | 2.45% | +8.1% |
| Q4 2014 | $7,235,000 | +13.3% | 61,350 | +3.1% | 2.26% | +11.0% |
| Q3 2014 | $6,385,000 | -6.6% | 59,515 | +0.5% | 2.04% | -4.3% |
| Q2 2014 | $6,837,000 | -22.3% | 59,230 | -23.6% | 2.13% | -24.9% |
| Q1 2014 | $8,794,000 | +2.7% | 77,521 | +0.7% | 2.84% | +0.8% |
| Q4 2013 | $8,566,000 | +9.9% | 76,998 | +0.9% | 2.81% | +6.4% |
| Q3 2013 | $7,797,000 | +19.7% | 76,276 | +9.4% | 2.64% | +14.3% |
| Q2 2013 | $6,512,000 | – | 69,696 | – | 2.31% | – |
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% |