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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,042 | +1.6% | 32 | 0.0% | 0.00% | – |
| Q1 2023 | $2,994 | -80.0% | 32 | -78.9% | 0.00% | – |
| Q1 2022 | $15,000 | +87.5% | 152 | +87.7% | 0.00% | – |
| Q4 2021 | $8,000 | +33.3% | 81 | +20.9% | 0.00% | – |
| Q3 2021 | $6,000 | +200.0% | 67 | +148.1% | 0.00% | – |
| Q2 2021 | $2,000 | -95.3% | 27 | -93.8% | 0.00% | – |
| Q1 2020 | $43,000 | -28.3% | 434 | +14.5% | 0.00% | – |
| Q4 2019 | $60,000 | 0.0% | 379 | -6.2% | 0.00% | – |
| Q3 2019 | $60,000 | 0.0% | 404 | 0.0% | 0.00% | – |
| Q2 2019 | $60,000 | +1.7% | 404 | 0.0% | 0.00% | – |
| Q1 2019 | $59,000 | +11.3% | 404 | 0.0% | 0.00% | – |
| Q4 2018 | $53,000 | -8.6% | 404 | +15.4% | 0.00% | – |
| Q3 2018 | $58,000 | +1.8% | 350 | 0.0% | 0.00% | – |
| Q2 2018 | $57,000 | +9.6% | 350 | 0.0% | 0.00% | – |
| Q1 2018 | $52,000 | -1.9% | 350 | 0.0% | 0.00% | – |
| Q4 2017 | $53,000 | +1.9% | 350 | -1.7% | 0.00% | – |
| Q3 2017 | $52,000 | +8.3% | 356 | +1.7% | 0.00% | – |
| Q2 2017 | $48,000 | -12.7% | 350 | -12.5% | 0.00% | – |
| Q1 2017 | $55,000 | -1.8% | 400 | 0.0% | 0.00% | – |
| Q4 2016 | $56,000 | +1.8% | 400 | -10.3% | 0.00% | – |
| Q3 2016 | $55,000 | +5.8% | 446 | 0.0% | 0.00% | – |
| Q2 2016 | $52,000 | +5100.0% | 446 | +3085.7% | 0.00% | – |
| Q1 2015 | $1,000 | – | 14 | – | 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% |