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 | $263,684 | -31.3% | 2,955 | -26.8% | 0.13% | -23.4% |
| Q2 2023 | $383,730 | +0.1% | 4,035 | -1.4% | 0.17% | -1.7% |
| Q1 2023 | $383,170 | +9.5% | 4,094 | +6.8% | 0.17% | +9.4% |
| Q4 2022 | $349,900 | +10.7% | 3,832 | 0.0% | 0.16% | -18.0% |
| Q3 2022 | $316,000 | -5.7% | 3,832 | +1.9% | 0.19% | +3.2% |
| Q2 2022 | $335,000 | -15.6% | 3,761 | -3.1% | 0.19% | -5.5% |
| Q1 2022 | $397,000 | -2.2% | 3,881 | 0.0% | 0.20% | +5.3% |
| Q4 2021 | $406,000 | +3.8% | 3,881 | 0.0% | 0.19% | -6.9% |
| Q3 2021 | $391,000 | -11.3% | 3,881 | -7.2% | 0.20% | -9.0% |
| Q2 2021 | $441,000 | +20.2% | 4,180 | +14.7% | 0.22% | +7.2% |
| Q1 2021 | $367,000 | +24.0% | 3,644 | 0.0% | 0.21% | +17.5% |
| Q4 2020 | $296,000 | +22.8% | 3,644 | +85.2% | 0.18% | +0.6% |
| Q3 2020 | $241,000 | +15.3% | 1,968 | +13.3% | 0.18% | -0.6% |
| Q2 2020 | $209,000 | – | 1,737 | – | 0.18% | – |
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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% |