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 | $1,585,975 | -6.2% | 17,776 | 0.0% | 0.06% | +1.8% |
| Q2 2023 | $1,690,320 | +1.6% | 17,776 | 0.0% | 0.06% | +1.8% |
| Q1 2023 | $1,663,656 | +2.5% | 17,776 | 0.0% | 0.06% | +5.7% |
| Q4 2022 | $1,623,127 | +10.7% | 17,776 | 0.0% | 0.05% | +1.9% |
| Q3 2022 | $1,466,000 | -7.4% | 17,776 | 0.0% | 0.05% | +10.6% |
| Q2 2022 | $1,583,000 | +11.8% | 17,776 | +28.5% | 0.05% | +20.5% |
| Q1 2022 | $1,416,000 | +0.6% | 13,833 | +2.7% | 0.04% | +2.6% |
| Q4 2021 | $1,408,000 | -5.6% | 13,473 | -9.0% | 0.04% | -11.6% |
| Q3 2021 | $1,491,000 | -4.5% | 14,812 | 0.0% | 0.04% | -4.4% |
| Q2 2021 | $1,562,000 | -43.4% | 14,812 | -46.0% | 0.04% | -45.8% |
| Q1 2021 | $2,762,000 | +23.9% | 27,414 | 0.0% | 0.08% | +16.9% |
| Q4 2020 | $2,229,000 | +32.8% | 27,414 | +100.0% | 0.07% | +20.3% |
| Q3 2020 | $1,678,000 | +33.3% | 13,707 | +31.0% | 0.06% | +25.5% |
| Q2 2020 | $1,259,000 | +20.4% | 10,462 | 0.0% | 0.05% | +4.4% |
| Q1 2020 | $1,046,000 | -37.8% | 10,462 | 0.0% | 0.04% | -18.2% |
| Q4 2019 | $1,682,000 | +6.1% | 10,462 | -0.9% | 0.06% | 0.0% |
| Q3 2019 | $1,585,000 | +1.1% | 10,553 | 0.0% | 0.06% | +5.8% |
| Q2 2019 | $1,568,000 | +0.7% | 10,553 | 0.0% | 0.05% | +6.1% |
| Q1 2019 | $1,557,000 | +11.9% | 10,553 | 0.0% | 0.05% | +4.3% |
| Q4 2018 | $1,391,000 | -21.1% | 10,553 | 0.0% | 0.05% | -9.6% |
| Q3 2018 | $1,762,000 | +2.3% | 10,553 | 0.0% | 0.05% | -1.9% |
| Q2 2018 | $1,723,000 | +8.2% | 10,553 | 0.0% | 0.05% | +3.9% |
| Q1 2018 | $1,592,000 | -1.8% | 10,553 | 0.0% | 0.05% | -5.6% |
| Q4 2017 | $1,621,000 | -11.5% | 10,553 | -14.5% | 0.05% | -12.9% |
| Q3 2017 | $1,831,000 | +6.8% | 12,347 | +0.7% | 0.06% | 0.0% |
| Q2 2017 | $1,714,000 | -14.4% | 12,256 | -15.1% | 0.06% | -16.2% |
| Q1 2017 | $2,002,000 | -1.0% | 14,439 | 0.0% | 0.07% | -8.6% |
| Q4 2016 | $2,022,000 | +12.2% | 14,439 | 0.0% | 0.08% | +12.5% |
| Q3 2016 | $1,802,000 | +6.8% | 14,439 | 0.0% | 0.07% | +2.9% |
| Q2 2016 | $1,687,000 | -10.0% | 14,439 | -12.7% | 0.07% | -11.4% |
| Q1 2016 | $1,874,000 | +15.0% | 16,539 | +9.8% | 0.08% | +12.9% |
| Q4 2015 | $1,629,000 | +3.2% | 15,058 | 0.0% | 0.07% | +1.4% |
| Q3 2015 | $1,578,000 | -6.7% | 15,058 | +4.9% | 0.07% | 0.0% |
| Q2 2015 | $1,691,000 | -7.6% | 14,356 | -6.7% | 0.07% | -11.5% |
| Q1 2015 | $1,830,000 | +0.8% | 15,390 | 0.0% | 0.08% | -12.4% |
| Q4 2014 | $1,815,000 | +9.9% | 15,390 | 0.0% | 0.09% | +2.3% |
| Q3 2014 | $1,651,000 | -7.0% | 15,390 | 0.0% | 0.09% | -7.4% |
| Q2 2014 | $1,776,000 | – | 15,390 | – | 0.09% | – |
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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% |