ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $32,335,572 | -17.2% | 346,725 | -15.4% | 0.01% | -21.4% |
| Q2 2023 | $39,056,327 | -1.0% | 410,040 | -5.1% | 0.01% | -17.6% |
| Q4 2022 | $39,468,637 | +55.1% | 432,012 | +52.2% | 0.02% | +54.5% |
| Q3 2022 | $25,451,000 | +24.4% | 283,864 | +26.5% | 0.01% | +10.0% |
| Q2 2022 | $20,465,000 | +3.2% | 224,333 | +18.1% | 0.01% | 0.0% |
| Q1 2022 | $19,833,000 | +51.7% | 190,011 | +53.0% | 0.01% | +42.9% |
| Q4 2021 | $13,075,000 | +34.2% | 124,213 | +31.2% | 0.01% | +75.0% |
| Q3 2021 | $9,740,000 | +0.7% | 94,665 | +5.2% | 0.00% | -20.0% |
| Q2 2021 | $9,668,000 | +1413.0% | 90,004 | +1324.3% | 0.01% | – |
| Q1 2021 | $639,000 | -61.0% | 6,319 | -66.4% | 0.00% | -100.0% |
| Q4 2020 | $1,638,000 | +41.8% | 18,818 | +110.4% | 0.00% | 0.0% |
| Q3 2020 | $1,155,000 | +24.1% | 8,945 | +9.5% | 0.00% | 0.0% |
| Q2 2020 | $931,000 | +10.7% | 8,169 | -8.6% | 0.00% | 0.0% |
| Q1 2020 | $841,000 | -68.9% | 8,939 | -46.9% | 0.00% | -50.0% |
| Q4 2019 | $2,706,000 | +5.2% | 16,830 | -1.8% | 0.00% | 0.0% |
| Q3 2019 | $2,573,000 | -76.1% | 17,131 | -76.3% | 0.00% | -77.8% |
| Q2 2019 | $10,751,000 | -0.0% | 72,339 | -0.7% | 0.01% | 0.0% |
| Q1 2019 | $10,753,000 | +13.1% | 72,883 | +1.1% | 0.01% | 0.0% |
| Q4 2018 | $9,504,000 | -22.0% | 72,078 | -1.3% | 0.01% | -10.0% |
| Q3 2018 | $12,191,000 | +20.5% | 73,036 | +17.8% | 0.01% | +25.0% |
| Q2 2018 | $10,118,000 | +10.9% | 61,974 | +2.4% | 0.01% | 0.0% |
| Q1 2018 | $9,125,000 | -2.5% | 60,494 | -0.7% | 0.01% | 0.0% |
| Q4 2017 | $9,357,000 | +1.9% | 60,930 | -1.6% | 0.01% | 0.0% |
| Q3 2017 | $9,186,000 | +4.1% | 61,935 | -1.8% | 0.01% | 0.0% |
| Q2 2017 | $8,820,000 | +1.2% | 63,081 | +0.4% | 0.01% | 0.0% |
| Q1 2017 | $8,712,000 | +9.3% | 62,836 | +7.4% | 0.01% | 0.0% |
| Q4 2016 | $7,969,000 | +24.6% | 58,521 | +14.2% | 0.01% | +14.3% |
| Q3 2016 | $6,397,000 | +9.9% | 51,258 | +2.9% | 0.01% | 0.0% |
| Q2 2016 | $5,819,000 | +7.0% | 49,806 | +3.8% | 0.01% | +16.7% |
| Q1 2016 | $5,437,000 | +10.6% | 47,984 | +5.6% | 0.01% | 0.0% |
| Q4 2015 | $4,914,000 | +11.2% | 45,435 | +7.7% | 0.01% | 0.0% |
| Q3 2015 | $4,420,000 | -23.9% | 42,187 | -14.5% | 0.01% | -14.3% |
| Q2 2015 | $5,808,000 | -4.2% | 49,314 | -3.3% | 0.01% | 0.0% |
| Q1 2015 | $6,062,000 | -1.5% | 50,985 | -2.2% | 0.01% | 0.0% |
| Q4 2014 | $6,152,000 | +9.0% | 52,150 | -0.8% | 0.01% | +16.7% |
| Q3 2014 | $5,643,000 | -12.2% | 52,594 | -5.6% | 0.01% | -14.3% |
| Q2 2014 | $6,428,000 | -1.6% | 55,690 | -3.3% | 0.01% | -12.5% |
| Q1 2014 | $6,532,000 | -1.6% | 57,570 | -3.5% | 0.01% | -11.1% |
| Q4 2013 | $6,637,000 | +8.6% | 59,653 | -0.2% | 0.01% | 0.0% |
| Q3 2013 | $6,110,000 | +12.5% | 59,766 | +2.8% | 0.01% | -10.0% |
| Q2 2013 | $5,431,000 | – | 58,125 | – | 0.01% | – |
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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% |