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 | $355 | -6.1% | 3,974 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $378 | +1.6% | 3,970 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $372 | +1.4% | 3,970 | -1.3% | 0.02% | -5.0% |
| Q4 2022 | $367 | -99.9% | 4,024 | +6.9% | 0.02% | +17.6% |
| Q3 2022 | $310,000 | -14.6% | 3,766 | -7.5% | 0.02% | -15.0% |
| Q2 2022 | $363,000 | +23.5% | 4,072 | +41.7% | 0.02% | +53.8% |
| Q1 2022 | $294,000 | -2.6% | 2,874 | -0.7% | 0.01% | 0.0% |
| Q4 2021 | $302,000 | +10.2% | 2,895 | +6.4% | 0.01% | 0.0% |
| Q3 2021 | $274,000 | +7.5% | 2,722 | +12.3% | 0.01% | +8.3% |
| Q2 2021 | $255,000 | – | 2,423 | – | 0.01% | – |
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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% |