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 | $570,383 | -23.0% | 6,393 | -17.9% | 0.15% | -21.4% |
| Q2 2023 | $740,466 | -18.4% | 7,787 | -19.6% | 0.20% | -27.9% |
| Q1 2023 | $906,981 | -4.8% | 9,691 | -7.2% | 0.27% | -12.8% |
| Q4 2022 | $953,185 | +7.6% | 10,439 | -2.9% | 0.31% | -1.6% |
| Q3 2022 | $886,000 | +3.9% | 10,748 | +12.2% | 0.32% | +10.5% |
| Q2 2022 | $853,000 | +436.5% | 9,582 | +518.2% | 0.29% | +537.8% |
| Q1 2022 | $159,000 | -50.5% | 1,550 | -49.6% | 0.04% | -46.4% |
| Q4 2021 | $321,000 | +2.9% | 3,075 | 0.0% | 0.08% | -7.7% |
| Q3 2021 | $312,000 | -6.6% | 3,075 | -3.0% | 0.09% | -6.2% |
| Q2 2021 | $334,000 | -6.7% | 3,171 | -10.9% | 0.10% | -11.0% |
| Q1 2021 | $358,000 | – | 3,557 | – | 0.11% | – |
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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% |