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 | $578,942 | -5.6% | 6,451 | 0.0% | 0.02% | +9.1% |
| Q2 2023 | $613,436 | +1.9% | 6,451 | +0.3% | 0.02% | 0.0% |
| Q1 2023 | $601,757 | -2.7% | 6,430 | -5.1% | 0.02% | -8.3% |
| Q4 2022 | $618,332 | +18.9% | 6,772 | +7.3% | 0.02% | +4.3% |
| Q3 2022 | $520,000 | -7.5% | 6,310 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $562,000 | -12.7% | 6,310 | +0.3% | 0.02% | +9.1% |
| Q1 2022 | $644,000 | -1.8% | 6,294 | +0.2% | 0.02% | 0.0% |
| Q4 2021 | $656,000 | +4.6% | 6,280 | +0.8% | 0.02% | -4.3% |
| Q3 2021 | $627,000 | +11.8% | 6,229 | +17.0% | 0.02% | -4.2% |
| Q2 2021 | $561,000 | +5.1% | 5,322 | +0.4% | 0.02% | -14.3% |
| Q1 2021 | $534,000 | +23.9% | 5,299 | 0.0% | 0.03% | +12.0% |
| Q4 2020 | $431,000 | +28.7% | 5,299 | +100.0% | 0.02% | +19.0% |
| Q3 2020 | $335,000 | +5.3% | 2,650 | +0.4% | 0.02% | -4.5% |
| Q2 2020 | $318,000 | +21.4% | 2,640 | +0.8% | 0.02% | +4.8% |
| Q1 2020 | $262,000 | +3175.0% | 2,620 | +3393.3% | 0.02% | +2000.0% |
| Q4 2015 | $8,000 | – | 75 | – | 0.00% | – |
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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% |