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 | $822,455 | -15.4% | 9,218 | -9.8% | 0.38% | -21.5% |
| Q2 2023 | $972,322 | +2.9% | 10,225 | +1.3% | 0.48% | -2.2% |
| Q1 2023 | $944,462 | +2.6% | 10,091 | +0.1% | 0.49% | +0.8% |
| Q4 2022 | $920,143 | +11.1% | 10,077 | +0.4% | 0.48% | +6.6% |
| Q3 2022 | $828,000 | -7.4% | 10,041 | +864.6% | 0.46% | +2.0% |
| Q2 2022 | $894,000 | -13.0% | 1,041 | -89.6% | 0.45% | +5.4% |
| Q1 2022 | $1,027,000 | -7.1% | 10,029 | -5.2% | 0.42% | -13.5% |
| Q4 2021 | $1,106,000 | +2.3% | 10,584 | -1.4% | 0.49% | -15.7% |
| Q3 2021 | $1,081,000 | -4.5% | 10,736 | 0.0% | 0.58% | -5.2% |
| Q2 2021 | $1,132,000 | +18.0% | 10,736 | +12.8% | 0.61% | -6.8% |
| Q1 2021 | $959,000 | +23.9% | 9,520 | 0.0% | 0.66% | -2.4% |
| Q4 2020 | $774,000 | – | 9,520 | – | 0.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |