ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 290 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.71 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $238,697 | -8.8% | 2,675 | -2.8% | 0.43% | -6.7% |
| Q2 2023 | $261,724 | +0.2% | 2,752 | -1.4% | 0.46% | -0.2% |
| Q1 2023 | $261,328 | +0.6% | 2,792 | -1.8% | 0.46% | -11.2% |
| Q4 2022 | $259,700 | -11.7% | 2,844 | -3.0% | 0.52% | -12.6% |
| Q2 2022 | $294,000 | +5.8% | 2,931 | +7.8% | 0.59% | +35.0% |
| Q1 2022 | $278,000 | +5.3% | 2,720 | +7.8% | 0.44% | +118.9% |
| Q4 2021 | $264,000 | +9.5% | 2,524 | +5.3% | 0.20% | +4.7% |
| Q3 2021 | $241,000 | -22.3% | 2,396 | -18.4% | 0.19% | -19.3% |
| Q2 2021 | $310,000 | +3.0% | 2,937 | -1.7% | 0.24% | -8.1% |
| Q1 2021 | $301,000 | +21.4% | 2,989 | -1.8% | 0.26% | +11.6% |
| Q4 2020 | $248,000 | -94.1% | 3,045 | -91.8% | 0.23% | -93.9% |
| Q1 2016 | $4,169,000 | – | 37,196 | – | 3.79% | – |
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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% |