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 | $22,319,040 | -9.4% | 250,157 | -3.4% | 0.04% | -5.1% |
| Q2 2023 | $24,630,843 | +0.1% | 259,027 | -1.5% | 0.04% | -2.5% |
| Q1 2023 | $24,616,446 | -1.6% | 263,024 | -4.0% | 0.04% | -7.0% |
| Q4 2022 | $25,015,285 | +5.5% | 273,958 | -4.7% | 0.04% | 0.0% |
| Q3 2022 | $23,707,000 | -10.9% | 287,535 | -2.1% | 0.04% | -4.4% |
| Q2 2022 | $26,601,000 | -96.1% | 293,567 | -95.5% | 0.04% | -95.5% |
| Q1 2022 | $673,646,000 | -48.3% | 6,512,594 | -47.7% | 1.00% | -45.5% |
| Q4 2021 | $1,302,186,000 | +3.2% | 12,462,300 | -0.3% | 1.84% | -1.6% |
| Q3 2021 | $1,261,576,000 | -4.1% | 12,505,747 | +1.7% | 1.87% | -7.8% |
| Q2 2021 | $1,316,049,000 | +4.5% | 12,291,731 | -0.6% | 2.03% | -2.7% |
| Q1 2021 | $1,259,712,000 | +12.4% | 12,368,491 | -10.3% | 2.08% | +1.5% |
| Q4 2020 | $1,121,012,000 | +28.1% | 13,786,880 | +88.4% | 2.05% | +12.9% |
| Q3 2020 | $874,782,000 | +4.4% | 7,317,097 | -0.7% | 1.82% | -0.6% |
| Q2 2020 | $837,904,000 | -1.1% | 7,369,568 | -14.8% | 1.83% | -10.5% |
| Q1 2020 | $846,980,000 | -22.3% | 8,646,851 | +27.6% | 2.04% | -6.2% |
| Q4 2019 | $1,089,443,000 | +12.8% | 6,775,142 | +5.4% | 2.18% | +2.3% |
| Q3 2019 | $965,438,000 | +7.1% | 6,429,392 | +6.0% | 2.13% | +5.2% |
| Q2 2019 | $901,483,000 | +6.4% | 6,065,689 | +5.6% | 2.02% | +4.3% |
| Q1 2019 | $847,388,000 | +17.8% | 5,743,444 | +4.8% | 1.94% | +8.7% |
| Q4 2018 | $719,160,000 | -17.4% | 5,482,570 | +5.1% | 1.79% | -8.3% |
| Q3 2018 | $871,124,000 | +139.3% | 5,218,497 | +135.0% | 1.95% | +129.2% |
| Q2 2018 | $364,104,000 | +4810.4% | 2,220,385 | +4416.9% | 0.85% | +4622.2% |
| Q1 2018 | $7,415,000 | -5.5% | 49,157 | -3.8% | 0.02% | -10.0% |
| Q4 2017 | $7,849,000 | +2.1% | 51,107 | -1.4% | 0.02% | -4.8% |
| Q3 2017 | $7,684,000 | +6.2% | 51,811 | +0.2% | 0.02% | 0.0% |
| Q2 2017 | $7,232,000 | +4.6% | 51,720 | +3.7% | 0.02% | -4.5% |
| Q1 2017 | $6,917,000 | -15.2% | 49,892 | -14.4% | 0.02% | -26.7% |
| Q4 2016 | $8,159,000 | +11.7% | 58,273 | -0.4% | 0.03% | +3.4% |
| Q3 2016 | $7,305,000 | -3.1% | 58,527 | -9.3% | 0.03% | -9.4% |
| Q2 2016 | $7,539,000 | +5.7% | 64,528 | +2.5% | 0.03% | -23.8% |
| Q1 2016 | $7,131,000 | -2.6% | 62,924 | -7.0% | 0.04% | -6.7% |
| Q4 2015 | $7,320,000 | -4.5% | 67,668 | -7.5% | 0.04% | -8.2% |
| Q3 2015 | $7,665,000 | -6.5% | 73,148 | +5.0% | 0.05% | -5.8% |
| Q2 2015 | $8,200,000 | -0.9% | 69,633 | +0.0% | 0.05% | -3.7% |
| Q1 2015 | $8,278,000 | -4.7% | 69,617 | -5.5% | 0.05% | -10.0% |
| Q4 2014 | $8,690,000 | -4.3% | 73,683 | -12.9% | 0.06% | -9.1% |
| Q3 2014 | $9,078,000 | -7.2% | 84,612 | -0.1% | 0.07% | -10.8% |
| Q2 2014 | $9,779,000 | +3.8% | 84,712 | +2.0% | 0.07% | -3.9% |
| Q1 2014 | $9,423,000 | +5.3% | 83,063 | +3.3% | 0.08% | -2.5% |
| Q4 2013 | $8,946,000 | +15.3% | 80,401 | +6.0% | 0.08% | +5.3% |
| Q3 2013 | $7,757,000 | +15.2% | 75,884 | +5.3% | 0.08% | +4.2% |
| Q2 2013 | $6,733,000 | – | 72,056 | – | 0.07% | – |
Download | ||||||
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% |