ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 336 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.32 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $244,374 | -12.0% | 2,739 | -6.2% | 0.01% | -16.7% |
| Q2 2023 | $277,663 | +10.5% | 2,920 | +8.7% | 0.01% | +20.0% |
| Q1 2023 | $251,383 | -3.2% | 2,686 | -5.5% | 0.01% | -16.7% |
| Q4 2022 | $259,594 | +21.9% | 2,843 | +18.8% | 0.01% | +20.0% |
| Q2 2022 | $213,000 | +5.4% | 2,394 | +21.5% | 0.01% | +25.0% |
| Q1 2022 | $202,000 | -68.5% | 1,970 | -63.0% | 0.00% | -76.5% |
| Q2 2020 | $641,000 | -74.6% | 5,331 | -78.9% | 0.02% | -77.9% |
| Q1 2020 | $2,523,000 | -31.4% | 25,244 | +10.4% | 0.08% | -15.4% |
| Q4 2019 | $3,677,000 | +35.2% | 22,867 | +26.3% | 0.09% | +23.0% |
| Q3 2019 | $2,719,000 | +21.1% | 18,107 | +19.9% | 0.07% | +21.3% |
| Q2 2019 | $2,245,000 | +63.5% | 15,101 | +62.3% | 0.06% | +64.9% |
| Q1 2019 | $1,373,000 | +276.2% | 9,305 | +235.4% | 0.04% | +236.4% |
| Q4 2018 | $365,000 | -68.0% | 2,774 | -65.9% | 0.01% | -66.7% |
| Q4 2016 | $1,140,000 | +24.0% | 8,139 | +10.5% | 0.03% | +22.2% |
| Q3 2016 | $919,000 | +21.4% | 7,367 | +13.7% | 0.03% | +17.4% |
| Q2 2016 | $757,000 | +207.7% | 6,482 | +182.7% | 0.02% | +228.6% |
| Q3 2014 | $246,000 | -10.2% | 2,293 | -3.6% | 0.01% | -12.5% |
| Q2 2014 | $274,000 | +3.4% | 2,378 | +2.0% | 0.01% | 0.0% |
| Q1 2014 | $265,000 | -8.0% | 2,332 | -10.0% | 0.01% | -11.1% |
| Q4 2013 | $288,000 | +7.9% | 2,591 | -0.7% | 0.01% | 0.0% |
| Q3 2013 | $267,000 | +21.4% | 2,608 | +10.8% | 0.01% | 0.0% |
| Q2 2013 | $220,000 | – | 2,354 | – | 0.01% | – |
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% |