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 2022 | $291,628 | +0.6% | 2,865 | -6.4% | 0.06% | -4.9% |
| Q3 2022 | $290,000 | -12.4% | 3,060 | -17.5% | 0.06% | -11.6% |
| Q2 2022 | $331,000 | -8.3% | 3,707 | +1.6% | 0.07% | +3.0% |
| Q1 2022 | $361,000 | -6.5% | 3,648 | -5.1% | 0.07% | -6.9% |
| Q4 2021 | $386,000 | -16.8% | 3,844 | -8.3% | 0.07% | 0.0% |
| Q3 2021 | $464,000 | +4.5% | 4,192 | -4.0% | 0.07% | 0.0% |
| Q2 2021 | $444,000 | +8.3% | 4,365 | +11.4% | 0.07% | -2.7% |
| Q1 2021 | $410,000 | +5.4% | 3,920 | -8.9% | 0.07% | +2.8% |
| Q4 2020 | $389,000 | +34.1% | 4,302 | -0.6% | 0.07% | +22.0% |
| Q3 2020 | $290,000 | +30.0% | 4,326 | +133.5% | 0.06% | -9.2% |
| Q2 2020 | $223,000 | – | 1,853 | – | 0.06% | – |
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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% |