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 | $7,209,362 | -17.7% | 86,288 | -6.3% | 0.16% | -10.7% |
| Q2 2023 | $8,755,507 | +1.5% | 92,076 | -0.1% | 0.18% | -1.7% |
| Q1 2023 | $8,626,565 | -6.0% | 92,174 | -8.3% | 0.18% | +7.1% |
| Q4 2022 | $9,178,115 | +13.9% | 100,516 | +2.9% | 0.17% | +3.7% |
| Q3 2022 | $8,056,000 | -9.8% | 97,705 | -2.6% | 0.16% | -4.7% |
| Q2 2022 | $8,934,000 | -10.9% | 100,343 | +2.5% | 0.17% | +3.6% |
| Q1 2022 | $10,024,000 | -2.0% | 97,903 | +0.0% | 0.16% | +4.4% |
| Q4 2021 | $10,226,000 | +15.9% | 97,865 | +11.7% | 0.16% | +3.9% |
| Q3 2021 | $8,823,000 | +14.7% | 87,639 | +14.8% | 0.15% | +8.6% |
| Q1 2021 | $7,692,000 | +20.0% | 76,351 | -3.2% | 0.14% | +14.8% |
| Q4 2020 | $6,412,000 | +31.1% | 78,865 | +97.4% | 0.12% | +14.0% |
| Q3 2020 | $4,891,000 | -5.2% | 39,953 | -6.8% | 0.11% | -11.6% |
| Q2 2020 | $5,160,000 | +15.1% | 42,867 | -4.5% | 0.12% | -6.2% |
| Q1 2020 | $4,485,000 | -42.5% | 44,869 | -7.5% | 0.13% | -26.7% |
| Q4 2019 | $7,799,000 | +2.2% | 48,500 | -4.6% | 0.18% | -4.3% |
| Q3 2019 | $7,631,000 | -9.4% | 50,814 | -10.3% | 0.18% | -8.9% |
| Q2 2019 | $8,423,000 | -0.2% | 56,676 | -0.9% | 0.20% | 0.0% |
| Q1 2019 | $8,439,000 | +21.2% | 57,193 | +8.3% | 0.20% | +1.5% |
| Q4 2018 | $6,962,000 | -48.1% | 52,804 | -34.3% | 0.20% | -40.9% |
| Q3 2018 | $13,412,000 | +2.7% | 80,346 | +0.4% | 0.34% | -4.3% |
| Q2 2018 | $13,064,000 | +7.1% | 80,017 | -1.1% | 0.35% | +1.4% |
| Q1 2018 | $12,201,000 | -0.3% | 80,885 | +1.5% | 0.35% | +3.0% |
| Q4 2017 | $12,242,000 | -2.2% | 79,712 | -5.5% | 0.34% | -7.2% |
| Q3 2017 | $12,513,000 | +7.6% | 84,368 | +1.4% | 0.36% | -0.8% |
| Q2 2017 | $11,632,000 | -0.9% | 83,192 | -1.8% | 0.37% | 0.0% |
| Q1 2017 | $11,743,000 | -1.7% | 84,699 | -0.8% | 0.37% | -6.9% |
| Q4 2016 | $11,949,000 | +10.7% | 85,344 | -1.3% | 0.39% | +10.1% |
| Q3 2016 | $10,792,000 | +9.9% | 86,465 | +2.8% | 0.36% | +3.2% |
| Q2 2016 | $9,823,000 | +0.1% | 84,086 | -2.9% | 0.35% | -2.5% |
| Q1 2016 | $9,818,000 | +6.4% | 86,636 | +1.6% | 0.36% | +6.3% |
| Q4 2015 | $9,228,000 | +6.9% | 85,311 | +3.6% | 0.33% | +2.8% |
| Q3 2015 | $8,632,000 | -10.2% | 82,375 | +1.0% | 0.32% | -0.3% |
| Q2 2015 | $9,608,000 | -1.1% | 81,588 | -0.1% | 0.33% | -0.3% |
| Q1 2015 | $9,711,000 | +4.4% | 81,663 | +3.5% | 0.33% | +1.9% |
| Q4 2014 | $9,301,000 | -5.0% | 78,873 | -13.6% | 0.32% | -1.8% |
| Q3 2014 | $9,793,000 | -6.3% | 91,283 | +0.9% | 0.33% | -2.4% |
| Q2 2014 | $10,447,000 | +5.0% | 90,504 | +3.2% | 0.34% | +1.5% |
| Q1 2014 | $9,951,000 | +5.4% | 87,713 | +3.4% | 0.33% | +4.4% |
| Q4 2013 | $9,439,000 | +7.4% | 84,836 | -1.3% | 0.32% | -0.9% |
| Q3 2013 | $8,786,000 | +15.8% | 85,951 | +5.8% | 0.32% | +11.1% |
| Q2 2013 | $7,590,000 | – | 81,225 | – | 0.29% | – |
Download | ||||||
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% |