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 | $77,976,982 | +0.5% | 873,985 | +7.2% | 0.13% | +0.8% |
| Q2 2023 | $77,558,520 | -1.9% | 815,633 | -3.4% | 0.13% | -5.1% |
| Q1 2023 | $79,024,550 | +1.1% | 844,370 | -1.4% | 0.14% | -1.4% |
| Q4 2022 | $78,175,190 | +11.9% | 856,151 | +1.0% | 0.14% | +3.0% |
| Q3 2022 | $69,890,000 | -44.1% | 847,669 | -39.6% | 0.13% | -41.5% |
| Q2 2022 | $124,945,000 | -16.8% | 1,403,396 | -4.3% | 0.23% | -3.4% |
| Q1 2022 | $150,094,000 | +0.6% | 1,465,909 | +2.7% | 0.24% | +4.4% |
| Q4 2021 | $149,131,000 | +6.7% | 1,427,225 | +2.8% | 0.23% | -0.9% |
| Q3 2021 | $139,791,000 | -13.3% | 1,388,614 | -9.2% | 0.23% | -13.3% |
| Q2 2021 | $161,282,000 | +6.2% | 1,529,752 | +1.5% | 0.26% | 0.0% |
| Q1 2021 | $151,803,000 | +478.6% | 1,506,877 | +367.0% | 0.26% | +428.0% |
| Q4 2020 | $26,236,000 | +20.4% | 322,677 | +81.3% | 0.05% | +4.2% |
| Q3 2020 | $21,790,000 | -12.7% | 177,997 | -14.2% | 0.05% | -14.3% |
| Q2 2020 | $24,973,000 | +18.1% | 207,473 | -1.9% | 0.06% | 0.0% |
| Q1 2020 | $21,143,000 | -35.3% | 211,550 | +4.2% | 0.06% | -15.2% |
| Q4 2019 | $32,656,000 | +25.7% | 203,085 | +17.4% | 0.07% | -85.2% |
| Q3 2019 | $25,979,000 | +0.7% | 172,972 | -0.4% | 0.45% | -0.2% |
| Q2 2019 | $25,801,000 | +4.9% | 173,604 | +4.1% | 0.45% | +1.8% |
| Q1 2019 | $24,593,000 | +50.0% | 166,688 | +34.0% | 0.44% | +30.7% |
| Q4 2018 | $16,400,000 | -17.5% | 124,386 | +4.5% | 0.34% | -5.9% |
| Q3 2018 | $19,868,000 | +13.5% | 119,016 | +11.0% | 0.36% | +7.2% |
| Q2 2018 | $17,511,000 | +4.8% | 107,251 | -3.2% | 0.33% | +4.4% |
| Q1 2018 | $16,714,000 | -1.8% | 110,805 | +0.0% | 0.32% | +0.3% |
| Q4 2017 | $17,014,000 | +4.4% | 110,788 | +0.8% | 0.32% | +0.6% |
| Q3 2017 | $16,297,000 | +4.5% | 109,887 | -1.5% | 0.32% | +2.3% |
| Q2 2017 | $15,600,000 | +2.7% | 111,573 | +1.9% | 0.31% | +1.3% |
| Q1 2017 | $15,185,000 | +1.6% | 109,517 | +2.6% | 0.30% | 0.0% |
| Q4 2016 | $14,943,000 | +13.3% | 106,729 | +1.0% | 0.30% | +12.5% |
| Q3 2016 | $13,184,000 | +8.1% | 105,633 | +1.2% | 0.27% | +5.9% |
| Q2 2016 | $12,191,000 | -3.9% | 104,352 | -6.8% | 0.26% | -22.0% |
| Q1 2016 | $12,686,000 | +2.6% | 111,952 | -2.1% | 0.33% | +2.2% |
| Q4 2015 | $12,365,000 | +6.2% | 114,321 | +2.9% | 0.32% | +5.9% |
| Q3 2015 | $11,639,000 | -7.5% | 111,071 | +3.9% | 0.30% | -10.9% |
| Q2 2015 | $12,588,000 | +1.6% | 106,901 | +2.6% | 0.34% | -4.5% |
| Q1 2015 | $12,391,000 | +2.5% | 104,201 | +1.6% | 0.36% | +0.3% |
| Q4 2014 | $12,093,000 | +7.0% | 102,533 | -2.7% | 0.36% | +3.8% |
| Q3 2014 | $11,305,000 | +3.1% | 105,366 | +11.0% | 0.34% | +4.0% |
| Q2 2014 | $10,961,000 | +16.0% | 94,952 | +14.0% | 0.33% | +10.4% |
| Q1 2014 | $9,452,000 | +3.4% | 83,308 | +1.4% | 0.30% | +1.4% |
| Q4 2013 | $9,140,000 | +11.7% | 82,146 | +2.7% | 0.29% | +1.4% |
| Q3 2013 | $8,180,000 | +8.7% | 80,022 | -0.7% | 0.29% | +3.6% |
| Q2 2013 | $7,527,000 | – | 80,554 | – | 0.28% | – |
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% |