ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $504 | +78.1% | 5,300 | +71.0% | 0.00% | – |
| Q4 2022 | $283 | -99.9% | 3,100 | -31.1% | 0.00% | -100.0% |
| Q3 2022 | $371,000 | -85.2% | 4,500 | -81.6% | 0.00% | -66.7% |
| Q1 2022 | $2,509,000 | +107.7% | 24,500 | +104.2% | 0.00% | +50.0% |
| Q3 2021 | $1,208,000 | +149.1% | 12,000 | +160.9% | 0.00% | +100.0% |
| Q2 2021 | $485,000 | -75.4% | 4,600 | -76.5% | 0.00% | -50.0% |
| Q1 2021 | $1,975,000 | +342.8% | 19,600 | +553.3% | 0.00% | – |
| Q2 2019 | $446,000 | -5.5% | 3,000 | -6.2% | 0.00% | – |
| Q1 2019 | $472,000 | +110.7% | 3,200 | +88.2% | 0.00% | – |
| Q4 2018 | $224,000 | – | 1,700 | – | 0.00% | – |
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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% |