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 | $1,858,363 | +1.5% | 20,829 | +8.2% | 0.07% | +4.3% |
| Q2 2023 | $1,830,767 | +10.6% | 19,253 | +8.9% | 0.07% | +3.0% |
| Q1 2023 | $1,655,326 | +15.4% | 17,687 | +12.6% | 0.07% | +11.7% |
| Q4 2022 | $1,434,845 | +18.6% | 15,714 | +7.0% | 0.06% | +7.1% |
| Q3 2022 | $1,210,000 | -18.6% | 14,681 | -12.1% | 0.06% | -13.8% |
| Q2 2022 | $1,487,000 | -14.9% | 16,697 | -2.2% | 0.06% | -3.0% |
| Q1 2022 | $1,748,000 | +0.1% | 17,071 | +2.2% | 0.07% | +4.7% |
| Q4 2021 | $1,746,000 | +4.0% | 16,705 | +0.1% | 0.06% | -3.0% |
| Q3 2021 | $1,679,000 | -21.3% | 16,682 | -17.6% | 0.07% | -21.4% |
| Q2 2021 | $2,134,000 | +340.0% | 20,239 | +317.0% | 0.08% | +180.0% |
| Q1 2021 | $485,000 | -63.2% | 4,854 | -70.1% | 0.03% | -41.2% |
| Q4 2020 | $1,319,000 | +88.2% | 16,216 | +183.1% | 0.05% | +70.0% |
| Q3 2020 | $701,000 | +8.7% | 5,729 | +6.8% | 0.03% | +3.4% |
| Q2 2020 | $645,000 | +33.0% | 5,362 | +10.5% | 0.03% | +11.5% |
| Q1 2020 | $485,000 | -20.6% | 4,854 | +27.8% | 0.03% | -13.3% |
| Q4 2019 | $611,000 | +1.8% | 3,798 | -5.0% | 0.03% | -6.2% |
| Q3 2019 | $600,000 | -0.3% | 3,998 | -1.2% | 0.03% | -3.0% |
| Q2 2019 | $602,000 | +1.0% | 4,048 | +0.2% | 0.03% | -2.9% |
| Q1 2019 | $596,000 | -68.3% | 4,039 | -71.7% | 0.03% | -72.1% |
| Q4 2018 | $1,879,000 | +285.0% | 14,247 | +387.6% | 0.12% | +351.9% |
| Q3 2018 | $488,000 | +2.1% | 2,922 | -0.3% | 0.03% | -3.6% |
| Q2 2018 | $478,000 | +6.2% | 2,930 | -1.7% | 0.03% | +7.7% |
| Q1 2018 | $450,000 | -11.1% | 2,980 | -9.6% | 0.03% | -3.7% |
| Q4 2017 | $506,000 | +3.1% | 3,295 | -0.4% | 0.03% | 0.0% |
| Q3 2017 | $491,000 | +6.0% | 3,308 | 0.0% | 0.03% | +3.8% |
| Q2 2017 | $463,000 | -2.7% | 3,308 | -3.7% | 0.03% | -7.1% |
| Q1 2017 | $476,000 | -6.7% | 3,435 | -5.6% | 0.03% | -12.5% |
| Q4 2016 | $510,000 | +11.4% | 3,640 | -0.8% | 0.03% | +10.3% |
| Q3 2016 | $458,000 | +4.1% | 3,670 | -2.6% | 0.03% | +3.6% |
| Q2 2016 | $440,000 | -5.6% | 3,768 | -8.4% | 0.03% | -9.7% |
| Q1 2016 | $466,000 | -29.1% | 4,113 | -32.3% | 0.03% | -27.9% |
| Q4 2015 | $657,000 | +162.8% | 6,075 | +154.6% | 0.04% | +152.9% |
| Q3 2015 | $250,000 | -11.0% | 2,386 | 0.0% | 0.02% | -5.6% |
| Q2 2015 | $281,000 | -1.1% | 2,386 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $284,000 | -3.1% | 2,386 | -4.0% | 0.02% | 0.0% |
| Q4 2014 | $293,000 | +5.8% | 2,486 | -3.9% | 0.02% | 0.0% |
| Q3 2014 | $277,000 | -8.9% | 2,586 | -1.9% | 0.02% | -10.0% |
| Q2 2014 | $304,000 | +1.7% | 2,636 | 0.0% | 0.02% | -4.8% |
| Q1 2014 | $299,000 | 0.0% | 2,636 | -1.9% | 0.02% | 0.0% |
| Q4 2013 | $299,000 | +6.0% | 2,686 | -2.7% | 0.02% | -4.5% |
| Q3 2013 | $282,000 | – | 2,761 | – | 0.02% | – |
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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% |