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 | $4,134,956 | +0.4% | 46,346 | +7.0% | 1.22% | -1.1% |
| Q2 2023 | $4,117,170 | +9.5% | 43,298 | +7.8% | 1.23% | -0.2% |
| Q1 2023 | $3,758,726 | +6.5% | 40,162 | +3.9% | 1.24% | +1.0% |
| Q4 2022 | $3,529,302 | +4.9% | 38,652 | -5.2% | 1.22% | -2.8% |
| Q3 2022 | $3,363,000 | -6.9% | 40,791 | +0.5% | 1.26% | -2.0% |
| Q2 2022 | $3,613,000 | -15.4% | 40,582 | -2.8% | 1.28% | +3.0% |
| Q1 2022 | $4,273,000 | -0.1% | 41,734 | +2.0% | 1.25% | +8.1% |
| Q4 2021 | $4,277,000 | +4.6% | 40,928 | +0.7% | 1.15% | -4.2% |
| Q3 2021 | $4,090,000 | -4.0% | 40,630 | +0.5% | 1.20% | -6.9% |
| Q2 2021 | $4,261,000 | +2.6% | 40,419 | -2.0% | 1.30% | -9.7% |
| Q1 2021 | $4,154,000 | +18.2% | 41,235 | -4.6% | 1.43% | +12.6% |
| Q4 2020 | $3,513,000 | +41.9% | 43,202 | +110.0% | 1.27% | +18.6% |
| Q2 2020 | $2,476,000 | +70.8% | 20,571 | +41.8% | 1.07% | +41.7% |
| Q1 2020 | $1,450,000 | -53.3% | 14,510 | -24.8% | 0.76% | -40.7% |
| Q4 2019 | $3,102,000 | +24.9% | 19,292 | +16.7% | 1.28% | +16.6% |
| Q3 2019 | $2,484,000 | +43.2% | 16,537 | +41.6% | 1.10% | +40.6% |
| Q2 2019 | $1,735,000 | +94.7% | 11,675 | +93.4% | 0.78% | +73.5% |
| Q1 2019 | $891,000 | – | 6,036 | – | 0.45% | – |
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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% |