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 | $783,441 | -6.2% | 8,781 | 0.0% | 0.58% | -2.0% |
| Q2 2023 | $834,985 | +2.6% | 8,781 | +1.0% | 0.59% | -1.7% |
| Q1 2023 | $813,578 | +2.0% | 8,693 | -0.5% | 0.60% | -5.0% |
| Q4 2022 | $797,684 | +10.8% | 8,736 | 0.0% | 0.64% | +2.4% |
| Q3 2022 | $720,000 | -7.5% | 8,736 | 0.0% | 0.62% | -0.3% |
| Q2 2022 | $778,000 | -13.0% | 8,736 | 0.0% | 0.62% | +0.8% |
| Q1 2022 | $894,000 | -3.5% | 8,736 | -1.4% | 0.62% | -1.6% |
| Q4 2021 | $926,000 | +3.8% | 8,858 | 0.0% | 0.63% | -5.8% |
| Q3 2021 | $892,000 | -7.1% | 8,858 | -2.7% | 0.67% | -5.9% |
| Q2 2021 | $960,000 | -0.5% | 9,106 | -4.9% | 0.71% | -8.9% |
| Q1 2021 | $965,000 | +23.9% | 9,578 | 0.0% | 0.78% | +12.6% |
| Q4 2020 | $779,000 | +32.9% | 9,578 | +100.0% | 0.69% | +12.9% |
| Q3 2020 | $586,000 | -6.4% | 4,789 | -7.9% | 0.61% | -11.2% |
| Q2 2020 | $626,000 | -99.9% | 5,200 | 0.0% | 0.69% | +4.4% |
| Q1 2020 | $519,688,000 | -37.8% | 5,200 | 0.0% | 0.66% | -12.5% |
| Q4 2019 | $836,160,000 | – | 5,200 | – | 0.75% | – |
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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% |