ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,888,430 | +92108.5% | 21,166 | -1.7% | 0.08% | -4.7% |
| Q2 2023 | $2,048 | -6.9% | 21,543 | -8.4% | 0.09% | -9.5% |
| Q1 2023 | $2,200 | +4.3% | 23,511 | +1.7% | 0.10% | +1.1% |
| Q4 2022 | $2,110 | -99.8% | 23,110 | +65.5% | 0.09% | +20.5% |
| Q3 2022 | $1,152,000 | -45.2% | 13,966 | -40.9% | 0.08% | -16.1% |
| Q2 2022 | $2,102,000 | -12.8% | 23,614 | +0.2% | 0.09% | +2.2% |
| Q1 2022 | $2,411,000 | +6.1% | 23,557 | +8.3% | 0.09% | +11.0% |
| Q4 2021 | $2,273,000 | +5.3% | 21,755 | +1.5% | 0.08% | -1.2% |
| Q3 2021 | $2,159,000 | +4.9% | 21,439 | +9.8% | 0.08% | +7.8% |
| Q2 2021 | $2,058,000 | +9.5% | 19,520 | +4.7% | 0.08% | +4.1% |
| Q1 2021 | $1,879,000 | +97.2% | 18,651 | +139.4% | 0.07% | +68.2% |
| Q3 2020 | $953,000 | +23.9% | 7,791 | +22.1% | 0.04% | +15.8% |
| Q2 2020 | $769,000 | +49.9% | 6,382 | +24.5% | 0.04% | +26.7% |
| Q1 2020 | $513,000 | -37.7% | 5,127 | +0.3% | 0.03% | -21.1% |
| Q4 2019 | $823,000 | +19.1% | 5,113 | +11.2% | 0.04% | +11.8% |
| Q3 2019 | $691,000 | +1.5% | 4,600 | +0.3% | 0.03% | +3.0% |
| Q2 2019 | $681,000 | +1.0% | 4,585 | +0.3% | 0.03% | -2.9% |
| Q1 2019 | $674,000 | +12.1% | 4,571 | +0.3% | 0.03% | -5.6% |
| Q4 2018 | $601,000 | -20.6% | 4,559 | +0.5% | 0.04% | -2.7% |
| Q3 2018 | $757,000 | +2.4% | 4,536 | +0.3% | 0.04% | -2.6% |
| Q2 2018 | $739,000 | +8.4% | 4,524 | +0.1% | 0.04% | +8.6% |
| Q1 2018 | $682,000 | -1.3% | 4,518 | +0.3% | 0.04% | -25.5% |
| Q4 2017 | $691,000 | +1.6% | 4,504 | -1.9% | 0.05% | +34.3% |
| Q3 2017 | $680,000 | +8.5% | 4,590 | +2.3% | 0.04% | +2.9% |
| Q2 2017 | $627,000 | 0.0% | 4,486 | -0.8% | 0.03% | -2.9% |
| Q1 2017 | $627,000 | -1.4% | 4,522 | -0.5% | 0.04% | -2.8% |
| Q4 2016 | $636,000 | +12.4% | 4,546 | +0.3% | 0.04% | +9.1% |
| Q3 2016 | $566,000 | +7.6% | 4,532 | +0.7% | 0.03% | +6.5% |
| Q2 2016 | $526,000 | +3.7% | 4,502 | +0.5% | 0.03% | +3.3% |
| Q1 2016 | $507,000 | +5.2% | 4,481 | +0.4% | 0.03% | +7.1% |
| Q4 2015 | $482,000 | +3.7% | 4,461 | +0.7% | 0.03% | 0.0% |
| Q3 2015 | $465,000 | -10.4% | 4,432 | +0.5% | 0.03% | -3.4% |
| Q2 2015 | $519,000 | +3.0% | 4,411 | +4.1% | 0.03% | +3.6% |
| Q1 2015 | $504,000 | +1.8% | 4,236 | +0.9% | 0.03% | +3.7% |
| Q4 2014 | $495,000 | +6.5% | 4,200 | -2.9% | 0.03% | +3.8% |
| Q3 2014 | $465,000 | -6.2% | 4,327 | +0.7% | 0.03% | -7.1% |
| Q2 2014 | $496,000 | +2.3% | 4,295 | +0.4% | 0.03% | 0.0% |
| Q1 2014 | $485,000 | +2.3% | 4,280 | +0.4% | 0.03% | +3.7% |
| Q4 2013 | $474,000 | +10.0% | 4,262 | +1.1% | 0.03% | 0.0% |
| Q3 2013 | $431,000 | +10.2% | 4,215 | +0.7% | 0.03% | +3.8% |
| Q2 2013 | $391,000 | – | 4,184 | – | 0.03% | – |
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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% |