ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $528,140 | -2.2% | 5,919 | +4.3% | 0.01% | 0.0% |
| Q2 2023 | $539,780 | -6.9% | 5,676 | -8.4% | 0.01% | -14.3% |
| Q1 2023 | $579,881 | -18.9% | 6,195 | -20.9% | 0.01% | -12.5% |
| Q4 2022 | $715,460 | +83.5% | 7,835 | +25.4% | 0.01% | +60.0% |
| Q3 2022 | $390,000 | -44.4% | 6,246 | -20.8% | 0.01% | -44.4% |
| Q2 2022 | $702,000 | -0.8% | 7,888 | +14.2% | 0.01% | +12.5% |
| Q1 2022 | $708,000 | -76.3% | 6,909 | -75.9% | 0.01% | -75.0% |
| Q4 2021 | $2,991,000 | +3.6% | 28,623 | -0.2% | 0.03% | -5.9% |
| Q3 2021 | $2,888,000 | -7.8% | 28,687 | -3.4% | 0.03% | -8.1% |
| Q2 2021 | $3,131,000 | +15.4% | 29,701 | +10.2% | 0.04% | +5.7% |
| Q1 2021 | $2,714,000 | +403.5% | 26,943 | +306.2% | 0.04% | +337.5% |
| Q4 2020 | $539,000 | +34.8% | 6,633 | +103.1% | 0.01% | +14.3% |
| Q3 2020 | $400,000 | +1.8% | 3,266 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $393,000 | -47.9% | 3,266 | -56.8% | 0.01% | -53.3% |
| Q1 2020 | $755,000 | -52.2% | 7,558 | -23.1% | 0.02% | -42.3% |
| Q4 2019 | $1,580,000 | +3.9% | 9,824 | -2.9% | 0.03% | -3.7% |
| Q3 2019 | $1,520,000 | +1.3% | 10,122 | +0.2% | 0.03% | -3.6% |
| Q2 2019 | $1,501,000 | 0.0% | 10,099 | -0.8% | 0.03% | +7.7% |
| Q1 2019 | $1,501,000 | +12.1% | 10,177 | +0.2% | 0.03% | 0.0% |
| Q4 2018 | $1,339,000 | -24.0% | 10,158 | -3.7% | 0.03% | -16.1% |
| Q3 2018 | $1,761,000 | +194.5% | 10,547 | +187.8% | 0.03% | +158.3% |
| Q2 2018 | $598,000 | +13.9% | 3,665 | +5.3% | 0.01% | +9.1% |
| Q1 2018 | $525,000 | -14.2% | 3,479 | -12.7% | 0.01% | -15.4% |
| Q4 2017 | $612,000 | +3.7% | 3,983 | 0.0% | 0.01% | +8.3% |
| Q3 2017 | $590,000 | 0.0% | 3,983 | -5.7% | 0.01% | -7.7% |
| Q2 2017 | $590,000 | +0.9% | 4,223 | 0.0% | 0.01% | -7.1% |
| Q1 2017 | $585,000 | +2.1% | 4,223 | +3.1% | 0.01% | +7.7% |
| Q4 2016 | $573,000 | +12.1% | 4,097 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $511,000 | +8.5% | 4,097 | +1.5% | 0.01% | -7.1% |
| Q2 2016 | $471,000 | +3.1% | 4,038 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $457,000 | +4.8% | 4,038 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $436,000 | -6.2% | 4,038 | -9.0% | 0.01% | -12.5% |
| Q3 2015 | $465,000 | +0.4% | 4,438 | +12.8% | 0.02% | +6.7% |
| Q2 2015 | $463,000 | +7.2% | 3,933 | +8.0% | 0.02% | +7.1% |
| Q1 2015 | $432,000 | -1.8% | 3,640 | -2.8% | 0.01% | 0.0% |
| Q4 2014 | $440,000 | +4.8% | 3,744 | -4.6% | 0.01% | 0.0% |
| Q3 2014 | $420,000 | -15.3% | 3,924 | -8.8% | 0.01% | -17.6% |
| Q2 2014 | $496,000 | +11.2% | 4,301 | +9.4% | 0.02% | +6.2% |
| Q1 2014 | $446,000 | +2.1% | 3,932 | 0.0% | 0.02% | 0.0% |
| Q4 2013 | $437,000 | +11.5% | 3,932 | +2.4% | 0.02% | -11.1% |
| Q3 2013 | $392,000 | +9.5% | 3,838 | 0.0% | 0.02% | +5.9% |
| Q2 2013 | $358,000 | – | 3,838 | – | 0.02% | – |
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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% |