ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,893 | -39.3% | 7,966 | -35.7% | 0.61% | -31.0% |
| Q2 2023 | $1,177,310 | -21.1% | 12,381 | -22.4% | 0.88% | +6.1% |
| Q1 2023 | $1,493,042 | -14.5% | 15,953 | -16.6% | 0.83% | -1.7% |
| Q4 2022 | $1,746,486 | +11.0% | 19,127 | +0.2% | 0.85% | +28.3% |
| Q3 2022 | $1,573,000 | -11.1% | 19,081 | -4.0% | 0.66% | -10.2% |
| Q2 2022 | $1,769,000 | -24.0% | 19,869 | -12.6% | 0.74% | -20.4% |
| Q1 2022 | $2,329,000 | +0.2% | 22,746 | +2.2% | 0.92% | +5.6% |
| Q4 2021 | $2,325,000 | -72.0% | 22,251 | -73.0% | 0.88% | -75.0% |
| Q3 2021 | $8,300,000 | -17.8% | 82,449 | -13.9% | 3.51% | -23.4% |
| Q2 2021 | $10,097,000 | -9.2% | 95,765 | -13.2% | 4.58% | -8.1% |
| Q1 2021 | $11,119,000 | +99.9% | 110,373 | +219.0% | 4.98% | +85.7% |
| Q4 2019 | $5,563,000 | – | 34,598 | – | 2.68% | – |
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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% |