ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $820 | +2.9% | 9,140 | +9.0% | 0.04% | +7.5% |
| Q2 2023 | $797 | +0.4% | 8,384 | -1.2% | 0.04% | +2.6% |
| Q1 2023 | $794 | +12.8% | 8,484 | -0.8% | 0.04% | -11.4% |
| Q4 2022 | $704 | -99.9% | 8,550 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $704,000 | -8.0% | 8,550 | -0.5% | 0.04% | +2.3% |
| Q2 2022 | $765,000 | -56.5% | 8,594 | -50.0% | 0.04% | -52.2% |
| Q1 2022 | $1,759,000 | -10.2% | 17,182 | -8.3% | 0.09% | -7.2% |
| Q4 2021 | $1,958,000 | +22.8% | 18,743 | +18.4% | 0.10% | +4.3% |
| Q3 2021 | $1,594,000 | – | 15,834 | – | 0.09% | – |
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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% |