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 | $3,301,140 | -6.2% | 37,000 | 0.0% | 0.15% | -9.7% |
| Q2 2023 | $3,518,330 | +1.6% | 37,000 | 0.0% | 0.16% | -6.2% |
| Q1 2023 | $3,462,830 | +2.5% | 37,000 | 0.0% | 0.18% | -8.8% |
| Q4 2022 | $3,378,470 | +6.4% | 37,000 | -3.9% | 0.19% | -4.9% |
| Q3 2022 | $3,174,000 | -7.4% | 38,500 | 0.0% | 0.20% | -8.6% |
| Q2 2022 | $3,428,000 | -13.0% | 38,500 | 0.0% | 0.22% | +3.3% |
| Q1 2022 | $3,942,000 | -2.0% | 38,500 | 0.0% | 0.22% | +5.4% |
| Q4 2021 | $4,023,000 | +3.8% | 38,500 | 0.0% | 0.20% | -7.3% |
| Q3 2021 | $3,876,000 | -4.5% | 38,500 | 0.0% | 0.22% | -5.2% |
| Q2 2021 | $4,059,000 | +4.7% | 38,500 | 0.0% | 0.23% | -4.9% |
| Q1 2021 | $3,878,000 | +24.1% | 38,500 | +0.2% | 0.24% | +16.2% |
| Q4 2020 | $3,125,000 | +32.6% | 38,430 | +99.6% | 0.21% | +16.0% |
| Q3 2020 | $2,357,000 | +1.7% | 19,250 | 0.0% | 0.18% | -3.7% |
| Q2 2020 | $2,317,000 | +19.6% | 19,250 | -0.7% | 0.19% | -1.6% |
| Q1 2020 | $1,938,000 | -51.9% | 19,390 | -22.6% | 0.19% | -30.8% |
| Q4 2019 | $4,027,000 | +6.9% | 25,045 | -0.1% | 0.28% | +2.2% |
| Q3 2019 | $3,766,000 | +1.0% | 25,075 | 0.0% | 0.27% | -2.9% |
| Q2 2019 | $3,727,000 | -49.6% | 25,075 | -50.0% | 0.28% | -6.1% |
| Q1 2019 | $7,400,000 | +123.8% | 50,150 | +100.0% | 0.30% | -0.7% |
| Q4 2018 | $3,306,000 | -21.0% | 25,075 | 0.0% | 0.30% | -11.8% |
| Q3 2018 | $4,186,000 | +2.2% | 25,075 | 0.0% | 0.34% | -4.0% |
| Q2 2018 | $4,094,000 | +8.2% | 25,075 | 0.0% | 0.35% | +8.0% |
| Q1 2018 | $3,782,000 | -1.8% | 25,075 | 0.0% | 0.33% | -1.8% |
| Q4 2017 | $3,851,000 | +3.5% | 25,075 | 0.0% | 0.33% | +3.4% |
| Q3 2017 | $3,719,000 | +6.1% | 25,075 | 0.0% | 0.32% | +4.2% |
| Q2 2017 | $3,506,000 | +0.8% | 25,075 | 0.0% | 0.31% | +0.7% |
| Q1 2017 | $3,477,000 | -1.0% | 25,075 | 0.0% | 0.31% | -7.8% |
| Q4 2016 | $3,511,000 | +12.2% | 25,075 | 0.0% | 0.33% | +10.3% |
| Q3 2016 | $3,130,000 | +6.8% | 25,075 | 0.0% | 0.30% | +3.4% |
| Q2 2016 | $2,930,000 | +3.0% | 25,075 | -0.1% | 0.29% | -0.7% |
| Q1 2016 | $2,845,000 | +4.5% | 25,110 | -0.3% | 0.29% | +11.8% |
| Q4 2015 | $2,723,000 | +3.2% | 25,175 | 0.0% | 0.26% | +5.6% |
| Q3 2015 | $2,638,000 | -11.0% | 25,175 | 0.0% | 0.25% | +0.8% |
| Q2 2015 | $2,965,000 | -1.0% | 25,175 | 0.0% | 0.25% | +2.1% |
| Q1 2015 | $2,994,000 | +0.8% | 25,175 | 0.0% | 0.24% | -6.2% |
| Q4 2014 | $2,969,000 | -45.1% | 25,175 | -50.1% | 0.26% | -8.5% |
| Q3 2014 | $5,408,000 | +85.8% | 50,414 | +100.0% | 0.28% | -23.0% |
| Q2 2014 | $2,910,000 | -49.1% | 25,207 | -50.0% | 0.36% | -9.7% |
| Q1 2014 | $5,720,000 | +103.9% | 50,414 | +100.0% | 0.40% | -6.0% |
| Q4 2013 | $2,805,000 | +8.8% | 25,207 | 0.0% | 0.43% | -1.1% |
| Q3 2013 | $2,577,000 | +9.4% | 25,207 | 0.0% | 0.44% | +5.8% |
| Q2 2013 | $2,355,000 | – | 25,207 | – | 0.41% | – |
Download | ||||||
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% |