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 | $2,663,709 | -9.3% | 29,856 | -3.3% | 0.05% | -2.0% |
| Q2 2023 | $2,936,143 | +0.1% | 30,878 | -1.4% | 0.05% | -15.0% |
| Q1 2023 | $2,932,234 | -2.8% | 31,331 | -5.1% | 0.06% | -9.1% |
| Q4 2022 | $3,015,830 | +9.2% | 33,028 | -1.5% | 0.07% | +4.8% |
| Q3 2022 | $2,763,000 | -17.1% | 33,516 | -10.5% | 0.06% | -13.7% |
| Q2 2022 | $3,333,000 | -17.0% | 37,441 | -4.5% | 0.07% | +2.8% |
| Q1 2022 | $4,014,000 | -9.2% | 39,204 | -7.3% | 0.07% | -6.6% |
| Q4 2021 | $4,419,000 | +2.7% | 42,293 | -1.0% | 0.08% | -3.8% |
| Q3 2021 | $4,302,000 | -6.1% | 42,734 | -1.6% | 0.08% | -4.8% |
| Q2 2021 | $4,581,000 | +5.4% | 43,448 | +0.7% | 0.08% | 0.0% |
| Q1 2021 | $4,347,000 | +21.7% | 43,148 | -1.7% | 0.08% | +13.7% |
| Q4 2020 | $3,571,000 | +29.9% | 43,915 | +95.7% | 0.07% | +12.3% |
| Q3 2020 | $2,748,000 | +2.6% | 22,444 | +0.9% | 0.06% | -1.5% |
| Q2 2020 | $2,678,000 | +65.6% | 22,252 | +37.5% | 0.07% | +34.7% |
| Q1 2020 | $1,617,000 | -44.0% | 16,182 | -9.9% | 0.05% | -22.2% |
| Q4 2019 | $2,888,000 | +6.8% | 17,962 | -0.2% | 0.06% | -1.6% |
| Q3 2019 | $2,703,000 | -14.2% | 17,996 | -15.1% | 0.06% | -13.5% |
| Q2 2019 | $3,149,000 | +10.7% | 21,186 | +9.9% | 0.07% | +15.6% |
| Q1 2019 | $2,845,000 | +28.2% | 19,280 | +14.5% | 0.06% | +12.3% |
| Q4 2018 | $2,220,000 | +54.0% | 16,834 | +94.8% | 0.06% | +90.0% |
| Q3 2018 | $1,442,000 | -4.4% | 8,641 | -6.4% | 0.03% | -3.2% |
| Q2 2018 | $1,508,000 | +6.7% | 9,236 | -1.4% | 0.03% | +10.7% |
| Q1 2018 | $1,413,000 | -4.7% | 9,366 | -3.0% | 0.03% | 0.0% |
| Q4 2017 | $1,483,000 | +6.6% | 9,658 | +2.9% | 0.03% | +7.7% |
| Q3 2017 | $1,391,000 | +1.8% | 9,382 | -4.0% | 0.03% | 0.0% |
| Q2 2017 | $1,367,000 | -20.9% | 9,777 | -21.5% | 0.03% | -21.2% |
| Q1 2017 | $1,728,000 | -0.9% | 12,460 | +0.1% | 0.03% | -5.7% |
| Q4 2016 | $1,744,000 | +8.9% | 12,453 | -2.9% | 0.04% | +9.4% |
| Q3 2016 | $1,601,000 | +3.6% | 12,828 | -3.0% | 0.03% | -3.0% |
| Q2 2016 | $1,545,000 | +0.8% | 13,228 | -2.1% | 0.03% | 0.0% |
| Q1 2016 | $1,532,000 | +3.7% | 13,517 | -1.0% | 0.03% | +6.5% |
| Q4 2015 | $1,477,000 | +3.3% | 13,655 | +0.0% | 0.03% | -3.1% |
| Q3 2015 | $1,430,000 | -12.1% | 13,649 | -1.2% | 0.03% | +6.7% |
| Q2 2015 | $1,626,000 | -1.5% | 13,809 | -0.5% | 0.03% | -3.2% |
| Q1 2015 | $1,650,000 | -2.9% | 13,878 | -3.7% | 0.03% | -6.1% |
| Q4 2014 | $1,699,000 | +11.0% | 14,409 | +1.1% | 0.03% | +6.5% |
| Q3 2014 | $1,530,000 | -9.8% | 14,257 | -3.0% | 0.03% | -6.1% |
| Q2 2014 | $1,696,000 | -30.2% | 14,691 | -31.4% | 0.03% | -29.8% |
| Q1 2014 | $2,430,000 | -1.3% | 21,422 | -3.1% | 0.05% | -2.1% |
| Q4 2013 | $2,461,000 | +6.5% | 22,117 | -2.1% | 0.05% | 0.0% |
| Q3 2013 | $2,310,000 | +17.0% | 22,596 | +7.0% | 0.05% | +9.1% |
| Q2 2013 | $1,974,000 | – | 21,126 | – | 0.04% | – |
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% |