ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,778,187 | -20.2% | 19,930 | -14.9% | 0.16% | -15.7% |
| Q2 2023 | $2,228,147 | +4.3% | 23,432 | +2.7% | 0.19% | -2.1% |
| Q1 2023 | $2,135,540 | +1.9% | 22,818 | -0.6% | 0.20% | -5.3% |
| Q4 2022 | $2,095,794 | +20.0% | 22,953 | +8.3% | 0.21% | +18.4% |
| Q3 2022 | $1,747,000 | -32.9% | 21,192 | -27.5% | 0.17% | -32.0% |
| Q2 2022 | $2,604,000 | +22.0% | 29,246 | +40.3% | 0.26% | +92.5% |
| Q1 2022 | $2,134,000 | +4.9% | 20,839 | +7.0% | 0.13% | +6.4% |
| Q4 2021 | $2,034,000 | +3.7% | 19,469 | -0.1% | 0.12% | -8.8% |
| Q3 2021 | $1,962,000 | -12.3% | 19,486 | -8.2% | 0.14% | -7.4% |
| Q2 2021 | $2,238,000 | +14.9% | 21,226 | +9.8% | 0.15% | +6.5% |
| Q1 2021 | $1,948,000 | +12.7% | 19,333 | -9.1% | 0.14% | -0.7% |
| Q4 2020 | $1,729,000 | +2.8% | 21,262 | +54.7% | 0.14% | -2.8% |
| Q3 2020 | $1,682,000 | -0.2% | 13,742 | -1.9% | 0.14% | +5.9% |
| Q2 2020 | $1,686,000 | +24.2% | 14,007 | +3.1% | 0.14% | +8.8% |
| Q1 2020 | $1,357,000 | -37.3% | 13,582 | +0.8% | 0.12% | -32.1% |
| Q4 2019 | $2,166,000 | +13.8% | 13,468 | +6.2% | 0.18% | +5.1% |
| Q3 2019 | $1,904,000 | +10.8% | 12,680 | +9.6% | 0.18% | -7.9% |
| Q2 2019 | $1,719,000 | +25.3% | 11,567 | +24.4% | 0.19% | +13.1% |
| Q1 2019 | $1,372,000 | +34.4% | 9,300 | +20.0% | 0.17% | +19.1% |
| Q4 2018 | $1,021,000 | +54.0% | 7,747 | +95.0% | 0.14% | +69.9% |
| Q3 2018 | $663,000 | +4635.7% | 3,973 | +4574.1% | 0.08% | +4050.0% |
| Q2 2018 | $14,000 | -90.9% | 85 | -91.7% | 0.00% | -90.5% |
| Q1 2018 | $154,000 | -1.9% | 1,024 | 0.0% | 0.02% | -12.5% |
| Q4 2017 | $157,000 | – | 1,024 | – | 0.02% | – |
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% |