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 | ||||
|---|---|---|---|---|---|---|
| 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. | 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% |