ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,062 | -6.2% | 3,946 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $375,225 | -22.4% | 3,946 | -23.7% | 0.01% | -29.4% |
| Q1 2023 | $483,767 | +15.9% | 5,169 | +13.1% | 0.02% | +6.2% |
| Q4 2022 | $417,469 | +9.0% | 4,572 | -1.5% | 0.02% | 0.0% |
| Q3 2022 | $383,000 | -7.5% | 4,642 | -0.3% | 0.02% | -5.9% |
| Q2 2022 | $414,000 | -9.0% | 4,655 | -0.5% | 0.02% | -5.6% |
| Q1 2022 | $455,000 | -7.0% | 4,677 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $489,000 | +3.8% | 4,677 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $471,000 | -4.5% | 4,677 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $493,000 | +4.7% | 4,677 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $471,000 | +25.6% | 4,677 | +1.4% | 0.02% | +11.1% |
| Q4 2020 | $375,000 | +158.6% | 4,611 | +430.6% | 0.02% | +100.0% |
| Q3 2018 | $145,000 | – | 869 | – | 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% |