ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,503,713 | -6.4% | 72,895 | -0.3% | 0.41% | -4.4% |
| Q2 2023 | $6,950,340 | -0.7% | 73,092 | -2.3% | 0.43% | -4.7% |
| Q1 2023 | $7,002,667 | -2.1% | 74,823 | -4.4% | 0.45% | -7.2% |
| Q4 2022 | $7,149,815 | -12.3% | 78,303 | -20.8% | 0.48% | -19.1% |
| Q3 2022 | $8,155,000 | -9.2% | 98,903 | -2.0% | 0.60% | -4.8% |
| Q2 2022 | $8,985,000 | -22.0% | 100,924 | -10.2% | 0.63% | -6.0% |
| Q1 2022 | $11,513,000 | +24.6% | 112,441 | +27.1% | 0.67% | +19.5% |
| Q4 2021 | $9,241,000 | +31.3% | 88,437 | +26.5% | 0.56% | +18.7% |
| Q3 2021 | $7,037,000 | +25.5% | 69,901 | +31.5% | 0.47% | +24.7% |
| Q2 2021 | $5,606,000 | +28.6% | 53,175 | +22.9% | 0.38% | +13.2% |
| Q1 2021 | $4,359,000 | +802.5% | 43,272 | +628.9% | 0.33% | +732.5% |
| Q4 2020 | $483,000 | – | 5,937 | – | 0.04% | – |
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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% |