ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,141 | -6.2% | 24 | 0.0% | 0.00% | – |
| Q2 2023 | $2,282 | +1.6% | 24 | 0.0% | 0.00% | – |
| Q1 2023 | $2,246 | +2.5% | 24 | 0.0% | 0.00% | – |
| Q4 2022 | $2,191 | +9.6% | 24 | 0.0% | 0.00% | – |
| Q3 2022 | $2,000 | -84.6% | 24 | -72.1% | 0.00% | -100.0% |
| Q1 2019 | $13,000 | +18.2% | 86 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $11,000 | 0.0% | 86 | +8.9% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | 0.0% | 79 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $11,000 | -42.1% | 79 | -47.7% | 0.00% | -40.0% |
| Q3 2016 | $19,000 | +26.7% | 151 | +18.0% | 0.01% | +25.0% |
| Q2 2016 | $15,000 | -54.5% | 128 | -56.6% | 0.00% | -55.6% |
| Q1 2016 | $33,000 | -35.3% | 295 | -37.0% | 0.01% | -40.0% |
| Q4 2015 | $51,000 | +64.5% | 468 | +58.6% | 0.02% | +50.0% |
| Q3 2015 | $31,000 | – | 295 | – | 0.01% | – |
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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% |