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 | $661,503 | -7.6% | 7,414 | -1.5% | 0.01% | +9.1% |
| Q2 2023 | $715,738 | +1.0% | 7,527 | -0.5% | 0.01% | -15.4% |
| Q1 2023 | $708,316 | +2.8% | 7,568 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $688,869 | +9.7% | 7,544 | -0.9% | 0.01% | -7.1% |
| Q3 2022 | $628,000 | -7.5% | 7,614 | -0.1% | 0.01% | -12.5% |
| Q2 2022 | $679,000 | -13.2% | 7,624 | -0.2% | 0.02% | +6.7% |
| Q1 2022 | $782,000 | -1.1% | 7,636 | +0.9% | 0.02% | 0.0% |
| Q4 2021 | $791,000 | +3.5% | 7,570 | -0.2% | 0.02% | -16.7% |
| Q3 2021 | $764,000 | -5.3% | 7,585 | -0.9% | 0.02% | -10.0% |
| Q2 2021 | $807,000 | -6.7% | 7,653 | -10.8% | 0.02% | -16.7% |
| Q1 2021 | $865,000 | +17.1% | 8,582 | -5.5% | 0.02% | 0.0% |
| Q4 2020 | $739,000 | +30.8% | 9,083 | +96.8% | 0.02% | +9.1% |
| Q3 2020 | $565,000 | +5.2% | 4,616 | +3.5% | 0.02% | -12.0% |
| Q2 2020 | $537,000 | +19.6% | 4,459 | -0.8% | 0.02% | -19.4% |
| Q1 2020 | $449,000 | -43.5% | 4,494 | -9.0% | 0.03% | -38.0% |
| Q4 2019 | $794,000 | +271.0% | 4,940 | +285.6% | 0.05% | +163.2% |
| Q3 2018 | $214,000 | -49.5% | 1,281 | -50.7% | 0.02% | -53.7% |
| Q2 2018 | $424,000 | +3.7% | 2,600 | -4.1% | 0.04% | -2.4% |
| Q1 2018 | $409,000 | -2.6% | 2,710 | -0.8% | 0.04% | -10.6% |
| Q4 2017 | $420,000 | +1.9% | 2,733 | -1.6% | 0.05% | -6.0% |
| Q3 2017 | $412,000 | +10.2% | 2,778 | +4.0% | 0.05% | 0.0% |
| Q2 2017 | $374,000 | +5.1% | 2,672 | +4.1% | 0.05% | -7.4% |
| Q1 2017 | $356,000 | +6.9% | 2,567 | +8.1% | 0.05% | -8.5% |
| Q4 2016 | $333,000 | +15.6% | 2,375 | +2.9% | 0.06% | +9.3% |
| Q3 2016 | $288,000 | +11.6% | 2,308 | +4.6% | 0.05% | +3.8% |
| Q2 2016 | $258,000 | +8.9% | 2,207 | +5.4% | 0.05% | +4.0% |
| Q1 2016 | $237,000 | +16.7% | 2,093 | +11.3% | 0.05% | +6.4% |
| Q4 2015 | $203,000 | – | 1,880 | – | 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% |