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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $875,202 | +105.1% | 9,809 | +118.7% | 0.00% | – |
| Q2 2023 | $426,664 | +1.0% | 4,486 | -0.6% | 0.00% | – |
| Q1 2023 | $422,350 | +761.9% | 4,512 | +713.0% | 0.00% | – |
| Q2 2022 | $49,000 | -80.7% | 555 | -77.7% | 0.00% | -100.0% |
| Q1 2022 | $254,000 | +20.4% | 2,485 | +23.3% | 0.00% | – |
| Q4 2021 | $211,000 | +2.9% | 2,016 | +64.4% | 0.00% | -100.0% |
| Q3 2018 | $205,000 | +2.5% | 1,226 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $200,000 | +8.1% | 1,226 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $185,000 | +17.8% | 1,226 | +20.0% | 0.00% | 0.0% |
| Q4 2017 | $157,000 | – | 1,022 | – | 0.00% | – |
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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% |