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 | $4,355 | +50.6% | 48,821 | +60.6% | 0.04% | +59.3% |
| Q2 2023 | $2,891 | +72.0% | 30,404 | +65.1% | 0.03% | +12.5% |
| Q4 2022 | $1,681 | -99.4% | 18,412 | +411.0% | 0.02% | +700.0% |
| Q3 2022 | $297,000 | -90.6% | 3,603 | -89.8% | 0.00% | -91.2% |
| Q2 2022 | $3,143,000 | +242.0% | 35,308 | +293.0% | 0.03% | +385.7% |
| Q1 2022 | $919,000 | -78.8% | 8,984 | -78.3% | 0.01% | -72.0% |
| Q4 2021 | $4,331,000 | +254.4% | 41,457 | +257.5% | 0.02% | +127.3% |
| Q2 2021 | $1,222,000 | – | 11,596 | – | 0.01% | – |
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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% |