ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $212,000 | -17.2% | 2,381 | -5.0% | 0.05% | +4.3% |
| Q1 2022 | $256,000 | -1.9% | 2,506 | 0.0% | 0.05% | -40.5% |
| Q4 2021 | $261,000 | -31.3% | 2,506 | -33.7% | 0.08% | -63.6% |
| Q3 2021 | $380,000 | +43.9% | 3,778 | +50.8% | 0.22% | +250.0% |
| Q2 2021 | $264,000 | +10.0% | 2,506 | +5.2% | 0.06% | -16.2% |
| Q1 2021 | $240,000 | +62.2% | 2,381 | +168.4% | 0.07% | -21.3% |
| Q3 2018 | $148,000 | +169.1% | 887 | +164.8% | 0.09% | +118.6% |
| Q2 2018 | $55,000 | -22.5% | 335 | -29.3% | 0.04% | -20.4% |
| Q1 2018 | $71,000 | +47.9% | 474 | +51.0% | 0.05% | +35.0% |
| Q4 2017 | $48,000 | – | 314 | – | 0.04% | – |
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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% |