ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,681,129 | -8.5% | 220,591 | -2.5% | 0.00% | 0.0% |
| Q2 2023 | $21,514,873 | -9.1% | 226,258 | -10.6% | 0.00% | -20.0% |
| Q1 2023 | $23,677,615 | -15.3% | 252,993 | -17.4% | 0.01% | -16.7% |
| Q4 2022 | $27,957,661 | +18.7% | 306,184 | +7.2% | 0.01% | +20.0% |
| Q3 2022 | $23,554,000 | -3.0% | 285,673 | +4.7% | 0.01% | 0.0% |
| Q2 2022 | $24,293,000 | +0.9% | 272,862 | +16.0% | 0.01% | 0.0% |
| Q1 2022 | $24,083,000 | -0.7% | 235,212 | +1.4% | 0.01% | 0.0% |
| Q4 2021 | $24,244,000 | +11.5% | 232,019 | +7.4% | 0.01% | 0.0% |
| Q3 2021 | $21,748,000 | +5.0% | 216,029 | +10.0% | 0.01% | 0.0% |
| Q2 2021 | $20,703,000 | +48.0% | 196,363 | +41.4% | 0.01% | +25.0% |
| Q1 2021 | $13,989,000 | +22.1% | 138,865 | -1.4% | 0.00% | +33.3% |
| Q4 2020 | $11,456,000 | +105.2% | 140,888 | +208.9% | 0.00% | +50.0% |
| Q3 2020 | $5,584,000 | +1.1% | 45,612 | -0.6% | 0.00% | 0.0% |
| Q2 2020 | $5,523,000 | +34.0% | 45,887 | +11.3% | 0.00% | +100.0% |
| Q1 2020 | $4,121,000 | -12.4% | 41,230 | +40.9% | 0.00% | 0.0% |
| Q4 2019 | $4,707,000 | +7.1% | 29,271 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $4,396,000 | +0.6% | 29,271 | -0.5% | 0.00% | 0.0% |
| Q2 2019 | $4,371,000 | +17.4% | 29,408 | +16.5% | 0.00% | 0.0% |
| Q1 2019 | $3,723,000 | +4.0% | 25,233 | -7.1% | 0.00% | 0.0% |
| Q4 2018 | $3,580,000 | -18.8% | 27,153 | +2.8% | 0.00% | 0.0% |
| Q3 2018 | $4,411,000 | +6.4% | 26,424 | +4.1% | 0.00% | 0.0% |
| Q2 2018 | $4,144,000 | -56.0% | 25,379 | -59.4% | 0.00% | -50.0% |
| Q1 2018 | $9,423,000 | +560.3% | 62,473 | +572.1% | 0.00% | – |
| Q4 2017 | $1,427,000 | -83.9% | 9,295 | -84.4% | 0.00% | -100.0% |
| Q3 2017 | $8,856,000 | -44.7% | 59,710 | -47.9% | 0.00% | -50.0% |
| Q2 2017 | $16,018,000 | +92.3% | 114,567 | +90.7% | 0.00% | +100.0% |
| Q1 2017 | $8,329,000 | +6.5% | 60,075 | +7.6% | 0.00% | 0.0% |
| Q4 2016 | $7,818,000 | +1308.6% | 55,840 | +1155.7% | 0.00% | – |
| Q3 2016 | $555,000 | +8.6% | 4,447 | +1.7% | 0.00% | – |
| Q2 2016 | $511,000 | +2.8% | 4,374 | -0.3% | 0.00% | – |
| Q1 2016 | $497,000 | +1.8% | 4,389 | -2.7% | 0.00% | – |
| Q4 2015 | $488,000 | +2.5% | 4,510 | -0.7% | 0.00% | – |
| Q3 2015 | $476,000 | -57.0% | 4,544 | -56.0% | 0.00% | – |
| Q3 2014 | $1,108,000 | -5.8% | 10,331 | +1.4% | 0.00% | – |
| Q2 2014 | $1,176,000 | +36.6% | 10,185 | +34.2% | 0.00% | – |
| Q1 2014 | $861,000 | +34.7% | 7,592 | +32.3% | 0.00% | – |
| Q4 2013 | $639,000 | -5.1% | 5,739 | -12.8% | 0.00% | – |
| Q3 2013 | $673,000 | +21.3% | 6,580 | +10.7% | 0.00% | – |
| Q2 2013 | $555,000 | -96.6% | 5,942 | -97.1% | 0.00% | -100.0% |
| Q4 2012 | $16,312,000 | +1.4% | 201,601 | -1.0% | 0.01% | +16.7% |
| Q3 2012 | $16,094,000 | +3.7% | 203,716 | -2.4% | 0.01% | -14.3% |
| Q2 2012 | $15,520,000 | +72.3% | 208,793 | +82.1% | 0.01% | +75.0% |
| Q1 2012 | $9,009,000 | – | 114,656 | – | 0.00% | – |
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% |