ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 19 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,546 | -29.8% | 129,410 | -25.2% | 0.04% | -32.3% |
| Q2 2023 | $16,446 | -3.1% | 172,948 | -4.7% | 0.06% | -15.6% |
| Q1 2023 | $16,980 | -12.9% | 181,427 | -15.0% | 0.08% | -21.4% |
| Q4 2022 | $19,484 | -99.9% | 213,382 | +8.5% | 0.10% | +2.1% |
| Q3 2022 | $16,217,000 | -3.6% | 196,687 | +4.1% | 0.10% | -6.8% |
| Q2 2022 | $16,819,000 | +33.2% | 188,910 | +53.2% | 0.10% | +39.2% |
| Q1 2022 | $12,625,000 | +330.4% | 123,307 | +339.2% | 0.07% | +311.1% |
| Q4 2021 | $2,933,000 | +6.4% | 28,073 | +2.5% | 0.02% | -5.3% |
| Q3 2021 | $2,757,000 | -0.9% | 27,391 | +3.8% | 0.02% | -9.5% |
| Q2 2021 | $2,782,000 | +56.6% | 26,385 | +49.7% | 0.02% | +31.2% |
| Q1 2021 | $1,776,000 | +357.7% | 17,628 | +269.1% | 0.02% | +220.0% |
| Q4 2020 | $388,000 | +43.2% | 4,776 | +7.8% | 0.01% | +25.0% |
| Q3 2020 | $271,000 | -11.7% | 4,431 | +73.9% | 0.00% | -33.3% |
| Q2 2020 | $307,000 | +35.8% | 2,548 | +81.6% | 0.01% | +20.0% |
| Q4 2019 | $226,000 | -26.9% | 1,403 | -31.9% | 0.01% | -28.6% |
| Q3 2019 | $309,000 | +8.8% | 2,061 | +8.0% | 0.01% | -12.5% |
| Q2 2019 | $284,000 | -45.5% | 1,909 | -48.7% | 0.01% | -27.3% |
| Q1 2019 | $521,000 | – | 3,724 | – | 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% |