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 | $74,688,244 | -3.3% | 837,125 | +3.0% | 1.41% | +0.4% |
| Q2 2023 | $77,263,529 | +753.8% | 812,531 | +740.4% | 1.40% | +299.7% |
| Q1 2023 | $9,048,913 | +1.8% | 96,687 | -0.7% | 0.35% | -3.0% |
| Q4 2022 | $8,889,798 | +14.2% | 97,358 | +3.1% | 0.36% | -8.1% |
| Q3 2022 | $7,787,000 | -9.0% | 94,441 | -1.8% | 0.39% | -3.4% |
| Q2 2022 | $8,560,000 | -12.2% | 96,152 | +1.0% | 0.41% | -5.3% |
| Q1 2022 | $9,744,000 | -0.2% | 95,164 | +1.9% | 0.43% | +15.5% |
| Q4 2021 | $9,762,000 | +3.3% | 93,429 | -0.4% | 0.37% | -23.1% |
| Q3 2021 | $9,447,000 | -2.6% | 93,844 | +2.0% | 0.48% | -7.3% |
| Q2 2021 | $9,701,000 | +5.3% | 92,010 | +0.6% | 0.52% | -12.7% |
| Q1 2021 | $9,216,000 | +23.8% | 91,482 | -0.1% | 0.60% | +1.4% |
| Q4 2020 | $7,447,000 | +3515.0% | 91,585 | +5341.8% | 0.59% | +1806.5% |
| Q3 2020 | $206,000 | -13.4% | 1,683 | -15.0% | 0.03% | -18.4% |
| Q2 2020 | $238,000 | -16.5% | 1,981 | -30.6% | 0.04% | -36.7% |
| Q1 2020 | $285,000 | +39.0% | 2,854 | +106.7% | 0.06% | +62.2% |
| Q2 2019 | $205,000 | +1.0% | 1,381 | +0.1% | 0.04% | -2.6% |
| Q1 2019 | $203,000 | -7.3% | 1,379 | -16.8% | 0.04% | -11.6% |
| Q4 2018 | $219,000 | -20.7% | 1,657 | +0.2% | 0.04% | -23.2% |
| Q3 2018 | $276,000 | +15.0% | 1,654 | +12.4% | 0.06% | +9.8% |
| Q2 2018 | $240,000 | +8.1% | 1,472 | 0.0% | 0.05% | +10.9% |
| Q1 2018 | $222,000 | -1.8% | 1,472 | +0.1% | 0.05% | -6.1% |
| Q4 2017 | $226,000 | – | 1,471 | – | 0.05% | – |
Download | ||||||
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% |