ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $575,646 | +15.5% | 5,585 | 0.0% | 0.07% | +1.5% |
| Q3 2023 | $498,294 | +115.0% | 5,585 | +129.2% | 0.06% | +116.7% |
| Q2 2023 | $231,734 | +1.6% | 2,437 | 0.0% | 0.03% | -3.2% |
| Q1 2023 | $228,079 | +1.5% | 2,437 | -1.0% | 0.03% | -3.1% |
| Q4 2022 | $224,714 | +10.7% | 2,461 | 0.0% | 0.03% | +3.2% |
| Q3 2022 | $202,909 | -1.7% | 2,461 | +6.2% | 0.03% | +3.3% |
| Q2 2022 | $206,372 | -13.0% | 2,318 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $237,340 | -5.9% | 2,318 | -3.9% | 0.03% | -3.2% |
| Q4 2021 | $252,134 | +4.7% | 2,413 | +0.8% | 0.03% | -8.8% |
| Q3 2021 | $240,903 | -0.1% | 2,393 | +4.6% | 0.03% | +3.0% |
| Q2 2021 | $241,224 | +23.3% | 2,288 | +17.8% | 0.03% | +10.0% |
| Q1 2021 | $195,637 | – | 1,942 | – | 0.03% | – |
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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% |