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 | $5,563,868 | -1.0% | 62,361 | +5.5% | 0.39% | +6.5% |
| Q2 2023 | $5,618,707 | +11.8% | 59,088 | +10.0% | 0.37% | +33.3% |
| Q1 2023 | $5,027,257 | +1196.2% | 53,716 | +1164.5% | 0.28% | +1004.0% |
| Q4 2022 | $387,852 | +4.5% | 4,248 | -5.5% | 0.02% | -7.4% |
| Q3 2022 | $371,000 | -65.8% | 4,494 | -63.1% | 0.03% | -64.9% |
| Q2 2022 | $1,086,000 | +163.6% | 12,193 | +203.2% | 0.08% | +208.0% |
| Q1 2022 | $412,000 | -77.6% | 4,022 | -77.1% | 0.02% | -78.1% |
| Q4 2021 | $1,837,000 | +345.9% | 17,580 | +329.2% | 0.11% | +267.7% |
| Q3 2021 | $412,000 | -21.8% | 4,096 | -18.1% | 0.03% | -22.5% |
| Q2 2021 | $527,000 | -13.5% | 5,003 | -17.2% | 0.04% | -23.1% |
| Q1 2021 | $609,000 | +6.1% | 6,042 | -14.4% | 0.05% | -3.7% |
| Q4 2020 | $574,000 | +157.4% | 7,059 | +288.3% | 0.05% | +217.6% |
| Q3 2020 | $223,000 | – | 1,818 | – | 0.02% | – |
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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% |