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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111,525 | -37.4% | 1,250 | -33.3% | 0.01% | -31.6% |
| Q2 2023 | $178,294 | +1.6% | 1,875 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $175,481 | +2.5% | 1,875 | 0.0% | 0.02% | -9.5% |
| Q4 2022 | $171,206 | -30.1% | 1,875 | -22.9% | 0.02% | -4.5% |
| Q3 2021 | $245,000 | -4.7% | 2,431 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $257,000 | +4.9% | 2,431 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $245,000 | +15.0% | 2,431 | +29.4% | 0.02% | -28.1% |
| Q1 2014 | $213,000 | +1.9% | 1,878 | 0.0% | 0.03% | -5.9% |
| Q4 2013 | $209,000 | – | 1,878 | – | 0.03% | – |
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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% |