ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,290,110 | -8.9% | 193,629 | -3.0% | 0.08% | +13.5% |
| Q2 2023 | $18,985,675 | +34.7% | 199,664 | +31.4% | 0.07% | +124.2% |
| Q1 2023 | $14,096,656 | +6.3% | 151,894 | +391.2% | 0.03% | -61.2% |
| Q4 2022 | $13,263,710 | +13.1% | 30,920 | -78.3% | 0.08% | -39.7% |
| Q3 2022 | $11,730,000 | -14.2% | 142,260 | -7.4% | 0.14% | -6.6% |
| Q2 2022 | $13,677,000 | +8898.0% | 153,604 | +33.5% | 0.15% | +7450.0% |
| Q1 2022 | $152,000 | -57.1% | 115,088 | -0.4% | 0.00% | -60.0% |
| Q4 2021 | $354,000 | – | 115,494 | – | 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% |