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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $497,313 | +15.5% | 4,825 | 0.0% | 0.05% | +8.5% |
| Q3 2023 | $430,487 | -6.2% | 4,825 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $458,809 | +1.6% | 4,825 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $451,573 | +102297.5% | 4,825 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $441 | -99.9% | 4,825 | -11.2% | 0.05% | -12.7% |
| Q3 2022 | $448,000 | -7.4% | 5,436 | 0.0% | 0.06% | -6.8% |
| Q2 2022 | $484,000 | -13.1% | 5,436 | 0.0% | 0.06% | 0.0% |
| Q1 2022 | $557,000 | -2.6% | 5,436 | -0.6% | 0.06% | +1.7% |
| Q4 2021 | $572,000 | +3.8% | 5,469 | -0.1% | 0.06% | -3.3% |
| Q3 2021 | $551,000 | -4.5% | 5,476 | 0.0% | 0.06% | -4.8% |
| Q2 2021 | $577,000 | +4.7% | 5,476 | -0.0% | 0.06% | +1.6% |
| Q1 2021 | $551,000 | +23.5% | 5,477 | -0.0% | 0.06% | +19.2% |
| Q4 2020 | $446,000 | +33.1% | 5,479 | +100.0% | 0.05% | +13.0% |
| Q3 2020 | $335,000 | +1.5% | 2,740 | 0.0% | 0.05% | -4.2% |
| Q2 2020 | $330,000 | – | 2,740 | – | 0.05% | – |
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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% |