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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $85,167 | +2.5% | 910 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $83,092 | +10.8% | 910 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $75,000 | -7.4% | 910 | -0.1% | 0.01% | 0.0% |
| Q2 2022 | $81,000 | -12.9% | 911 | +0.1% | 0.01% | -14.3% |
| Q1 2022 | $93,000 | -2.1% | 910 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $95,000 | +2.2% | 910 | -1.7% | 0.01% | 0.0% |
| Q3 2021 | $93,000 | -3.1% | 926 | +1.8% | 0.01% | -12.5% |
| Q2 2021 | $96,000 | +4.3% | 910 | 0.0% | 0.02% | -59.0% |
| Q1 2021 | $92,000 | +24.3% | 910 | 0.0% | 0.04% | +18.2% |
| Q4 2020 | $74,000 | +32.1% | 910 | +100.0% | 0.03% | +50.0% |
| Q3 2020 | $56,000 | +1.8% | 455 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $55,000 | +22.2% | 455 | 0.0% | 0.02% | +9.1% |
| Q1 2020 | $45,000 | -46.4% | 455 | -13.2% | 0.02% | -33.3% |
| Q4 2019 | $84,000 | +23.5% | 524 | +15.2% | 0.03% | +10.0% |
| Q3 2019 | $68,000 | 0.0% | 455 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $68,000 | +1.5% | 455 | 0.0% | 0.03% | +6.9% |
| Q1 2019 | $67,000 | +11.7% | 455 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $60,000 | -21.1% | 455 | 0.0% | 0.03% | -9.4% |
| Q3 2018 | $76,000 | +2.7% | 455 | 0.0% | 0.03% | -3.0% |
| Q2 2018 | $74,000 | +7.2% | 455 | 0.0% | 0.03% | +3.1% |
| Q1 2018 | $69,000 | -1.4% | 455 | 0.0% | 0.03% | +3.2% |
| Q4 2017 | $70,000 | -21.3% | 455 | -24.2% | 0.03% | -29.5% |
| Q3 2017 | $89,000 | +6.0% | 600 | 0.0% | 0.04% | +2.3% |
| Q2 2017 | $84,000 | +1.2% | 600 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $83,000 | -1.2% | 600 | 0.0% | 0.04% | -2.3% |
| Q4 2016 | $84,000 | +12.0% | 600 | 0.0% | 0.04% | +7.3% |
| Q3 2016 | $75,000 | +7.1% | 600 | 0.0% | 0.04% | +5.1% |
| Q2 2016 | $70,000 | +2.9% | 600 | 0.0% | 0.04% | +2.6% |
| Q1 2016 | $68,000 | +4.6% | 600 | 0.0% | 0.04% | +5.6% |
| Q4 2015 | $65,000 | +3.2% | 600 | 0.0% | 0.04% | -5.3% |
| Q3 2015 | $63,000 | -11.3% | 600 | 0.0% | 0.04% | -7.3% |
| Q2 2015 | $71,000 | -6.6% | 600 | -6.5% | 0.04% | -14.6% |
| Q1 2015 | $76,000 | -5.0% | 642 | -5.2% | 0.05% | -2.0% |
| Q4 2014 | $80,000 | +5.3% | 677 | -4.2% | 0.05% | +2.1% |
| Q3 2014 | $76,000 | -8.4% | 707 | -2.1% | 0.05% | -4.0% |
| Q2 2014 | $83,000 | +1.2% | 722 | 0.0% | 0.05% | -5.7% |
| Q1 2014 | $82,000 | +2.5% | 722 | 0.0% | 0.05% | +6.0% |
| Q4 2013 | $80,000 | +8.1% | 722 | 0.0% | 0.05% | -10.7% |
| Q3 2013 | $74,000 | +10.4% | 722 | 0.0% | 0.06% | +9.8% |
| Q2 2013 | $67,000 | +3.1% | 722 | 0.0% | 0.05% | -28.2% |
| Q1 2013 | $65,000 | +12.1% | 722 | 0.0% | 0.07% | +1.4% |
| Q4 2012 | $58,000 | – | 722 | – | 0.07% | – |
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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% |