ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $14,811 | -20.5% | 166 | -15.3% | 0.00% | – |
| Q2 2023 | $18,638 | -2.4% | 196 | -3.9% | 0.00% | – |
| Q1 2023 | $19,092 | -60.2% | 204 | -61.2% | 0.00% | – |
| Q4 2022 | $48,029 | +200.2% | 526 | +169.7% | 0.00% | – |
| Q3 2022 | $16,000 | -66.7% | 195 | -63.5% | 0.00% | – |
| Q2 2022 | $48,000 | +220.0% | 534 | +265.8% | 0.00% | – |
| Q1 2022 | $15,000 | -28.6% | 146 | -28.4% | 0.00% | – |
| Q4 2021 | $21,000 | +40.0% | 204 | +37.8% | 0.00% | – |
| Q3 2021 | $15,000 | 0.0% | 148 | +1.4% | 0.00% | – |
| Q2 2021 | $15,000 | 0.0% | 146 | -2.7% | 0.00% | – |
| Q1 2021 | $15,000 | +7.1% | 150 | -12.8% | 0.00% | – |
| Q4 2020 | $14,000 | +27.3% | 172 | 0.0% | 0.00% | – |
| Q3 2020 | $11,000 | +10.0% | 172 | +100.0% | 0.00% | – |
| Q2 2020 | $10,000 | +11.1% | 86 | 0.0% | 0.00% | – |
| Q1 2020 | $9,000 | -35.7% | 86 | 0.0% | 0.00% | – |
| Q4 2019 | $14,000 | +7.7% | 86 | 0.0% | 0.00% | – |
| Q3 2019 | $13,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q2 2019 | $13,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q1 2019 | $13,000 | +18.2% | 86 | 0.0% | 0.00% | – |
| Q4 2018 | $11,000 | -21.4% | 86 | 0.0% | 0.00% | – |
| Q3 2018 | $14,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q2 2018 | $14,000 | +7.7% | 86 | 0.0% | 0.00% | – |
| Q1 2018 | $13,000 | 0.0% | 86 | 0.0% | 0.00% | – |
| Q4 2017 | $13,000 | +225.0% | 86 | +177.4% | 0.00% | – |
| Q2 2016 | $4,000 | 0.0% | 31 | 0.0% | 0.00% | – |
| Q1 2016 | $4,000 | -96.7% | 31 | -97.2% | 0.00% | -100.0% |
| Q4 2015 | $120,000 | +140.0% | 1,108 | +161.9% | 0.00% | +100.0% |
| Q4 2014 | $50,000 | -55.0% | 423 | -58.9% | 0.00% | -66.7% |
| Q3 2014 | $111,000 | – | 1,030 | – | 0.00% | – |
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% |