ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $186,381 | -6.2% | 2,089 | 0.0% | 0.02% | -14.3% |
| Q2 2023 | $198,643 | +21.9% | 2,089 | +20.0% | 0.03% | +16.7% |
| Q1 2023 | $162,940 | -22.0% | 1,741 | -23.9% | 0.02% | -27.3% |
| Q4 2022 | $209,009 | +24.4% | 2,289 | +12.3% | 0.03% | +17.9% |
| Q3 2022 | $168,000 | -8.2% | 2,039 | -0.9% | 0.03% | -3.4% |
| Q2 2022 | $183,000 | +7.0% | 2,057 | +23.5% | 0.03% | +26.1% |
| Q1 2022 | $171,000 | +1325.0% | 1,666 | +1336.2% | 0.02% | +1050.0% |
| Q4 2021 | $12,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $12,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $12,000 | 0.0% | 116 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $12,000 | +33.3% | 116 | 0.0% | 0.00% | +100.0% |
| Q4 2020 | $9,000 | +28.6% | 116 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $7,000 | 0.0% | 58 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $7,000 | -95.6% | 58 | -96.4% | 0.00% | -97.7% |
| Q1 2020 | $160,000 | -23.4% | 1,602 | +23.5% | 0.04% | -10.4% |
| Q4 2019 | $209,000 | – | 1,297 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |