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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $8,121,000 | -3.4% | 77,721 | -6.9% | 1.98% | -50.3% |
| Q3 2021 | $8,408,000 | -81.9% | 83,519 | -16.9% | 3.97% | -17.5% |
| Q2 2021 | $46,405,000 | +1058.7% | 100,480 | +152.7% | 4.82% | +113.1% |
| Q1 2021 | $4,005,000 | +357.7% | 39,759 | +597.5% | 2.26% | +412.5% |
| Q4 2017 | $875,000 | -95.4% | 5,700 | -95.8% | 0.44% | -94.4% |
| Q1 2017 | $18,832,000 | +1.6% | 135,821 | +2.6% | 7.92% | +22.0% |
| Q4 2016 | $18,534,000 | -2.7% | 132,379 | -13.3% | 6.49% | +33.2% |
| Q3 2016 | $19,056,000 | +11.2% | 152,678 | +4.1% | 4.87% | +13.8% |
| Q2 2016 | $17,129,000 | +69.3% | 146,614 | +61.2% | 4.28% | -4.7% |
| Q4 2013 | $10,120,000 | -2.7% | 90,955 | -10.6% | 4.49% | +9.1% |
| Q3 2013 | $10,401,000 | +960.2% | 101,755 | +869.1% | 4.12% | +882.6% |
| Q2 2013 | $981,000 | – | 10,500 | – | 0.42% | – |
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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% |