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 | $334,095 | -12.3% | 3,909 | -3.5% | 0.01% | -12.5% |
| Q2 2023 | $381,068 | +2.0% | 4,050 | +0.6% | 0.01% | +14.3% |
| Q1 2023 | $373,727 | -6.0% | 4,025 | -4.5% | 0.01% | -12.5% |
| Q4 2022 | $397,508 | +16.9% | 4,214 | +5.2% | 0.01% | 0.0% |
| Q3 2022 | $340,000 | -90.0% | 4,007 | -89.4% | 0.01% | -89.3% |
| Q2 2022 | $3,391,000 | -84.3% | 37,922 | -82.6% | 0.08% | -82.2% |
| Q1 2022 | $21,576,000 | +1667.1% | 218,288 | +1789.9% | 0.42% | +1909.5% |
| Q4 2021 | $1,221,000 | +7.6% | 11,550 | +4.7% | 0.02% | +5.0% |
| Q3 2021 | $1,135,000 | -95.8% | 11,031 | -95.9% | 0.02% | -95.9% |
| Q2 2021 | $27,297,000 | +1.4% | 267,098 | -0.1% | 0.49% | -52.6% |
| Q1 2021 | $26,926,000 | +302.3% | 267,278 | +224.7% | 1.03% | +288.0% |
| Q4 2020 | $6,693,000 | – | 82,315 | – | 0.27% | – |
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% |