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 | $13,519,262 | +158242.3% | 151,528 | +74.9% | 0.07% | +6.1% |
Q4 2022 | $8,538 | -99.8% | 86,636 | +40.0% | 0.07% | +40.4% |
Q3 2022 | $5,524,000 | -2.1% | 61,883 | +1.1% | 0.05% | +2.2% |
Q2 2022 | $5,642,000 | -6.2% | 61,200 | +4.9% | 0.05% | +4.5% |
Q1 2022 | $6,012,000 | +13.5% | 58,321 | +10.7% | 0.04% | +12.8% |
Q4 2021 | $5,299,000 | -8.5% | 52,707 | -4.5% | 0.04% | +11.4% |
Q3 2021 | $5,792,000 | -1.5% | 55,177 | -8.1% | 0.04% | 0.0% |
Q2 2021 | $5,881,000 | -7.0% | 60,012 | -2.7% | 0.04% | -7.9% |
Q1 2021 | $6,327,000 | +18.9% | 61,665 | +3.6% | 0.04% | +11.8% |
Q4 2020 | $5,320,000 | +160.7% | 59,513 | +97.9% | 0.03% | +126.7% |
Q3 2020 | $2,041,000 | -53.1% | 30,074 | -14.3% | 0.02% | -55.9% |
Q2 2020 | $4,349,000 | +31.9% | 35,077 | +10.8% | 0.03% | +13.3% |
Q1 2020 | $3,298,000 | -37.2% | 31,654 | -7.2% | 0.03% | -25.0% |
Q4 2019 | $5,250,000 | -0.4% | 34,096 | -1.3% | 0.04% | -4.8% |
Q3 2019 | $5,273,000 | -1.0% | 34,555 | -5.2% | 0.04% | -2.3% |
Q2 2019 | $5,328,000 | +19.6% | 36,436 | +24.7% | 0.04% | +19.4% |
Q1 2019 | $4,454,000 | +21.4% | 29,218 | +15.8% | 0.04% | +16.1% |
Q4 2018 | $3,668,000 | -5.8% | 25,234 | -1.8% | 0.03% | 0.0% |
Q3 2018 | $3,893,000 | -10.7% | 25,695 | -1.7% | 0.03% | +3.3% |
Q2 2018 | $4,360,000 | +2.7% | 26,131 | -3.8% | 0.03% | 0.0% |
Q1 2018 | $4,245,000 | -8.7% | 27,174 | -7.3% | 0.03% | -3.2% |
Q4 2017 | $4,652,000 | +6.5% | 29,303 | -0.6% | 0.03% | -3.1% |
Q3 2017 | $4,368,000 | +3.3% | 29,477 | -1.1% | 0.03% | 0.0% |
Q2 2017 | $4,230,000 | -1.4% | 29,810 | -1.7% | 0.03% | -3.0% |
Q1 2017 | $4,290,000 | +0.7% | 30,336 | -0.2% | 0.03% | -2.9% |
Q4 2016 | $4,260,000 | +6.3% | 30,403 | -5.6% | 0.03% | 0.0% |
Q3 2016 | $4,007,000 | 0.0% | 32,223 | -0.9% | 0.03% | -2.9% |
Q2 2016 | $4,007,000 | -0.7% | 32,518 | -7.9% | 0.04% | -2.8% |
Q1 2016 | $4,034,000 | +2.7% | 35,319 | -9.8% | 0.04% | -7.7% |
Q4 2015 | $3,927,000 | -2.8% | 39,141 | +1.5% | 0.04% | +2.6% |
Q3 2015 | $4,040,000 | -58.8% | 38,549 | -53.7% | 0.04% | -9.5% |
Q2 2015 | $9,804,000 | +90.2% | 83,266 | +92.1% | 0.04% | -4.5% |
Q1 2015 | $5,155,000 | -49.4% | 43,348 | -49.8% | 0.04% | 0.0% |
Q4 2014 | $10,186,000 | +109.1% | 86,382 | +90.3% | 0.04% | +2.3% |
Q3 2014 | $4,871,000 | -6.7% | 45,399 | +0.4% | 0.04% | -2.3% |
Q2 2014 | $5,221,000 | +3.7% | 45,237 | +2.0% | 0.04% | +12.8% |
Q1 2014 | $5,033,000 | +0.4% | 44,365 | -1.5% | 0.04% | 0.0% |
Q4 2013 | $5,013,000 | -23.8% | 45,052 | -30.0% | 0.04% | -15.2% |
Q3 2013 | $6,582,000 | +8.7% | 64,394 | -0.7% | 0.05% | -6.1% |
Q2 2013 | $6,057,000 | – | 64,821 | – | 0.05% | – |
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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% |