CLEAR INVESTMENT RESEARCH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.

Quarter-by-quarter ownership
CLEAR INVESTMENT RESEARCH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$289,787
-5.1%
3,248
+1.2%
0.50%
-2.0%
Q2 2023$305,334
+1.6%
3,2110.0%0.51%
-2.7%
Q1 2023$300,517
+102465.5%
3,211
-0.1%
0.53%
-7.2%
Q4 2022$293
-99.9%
3,213
-3.1%
0.57%
-1.4%
Q3 2022$273,000
-8.7%
3,317
-1.2%
0.58%
-13.0%
Q2 2022$299,000
-11.5%
3,357
+1.7%
0.66%
-0.2%
Q1 2022$338,000
-7.1%
3,302
-5.1%
0.66%
+18.6%
Q4 2021$364,000
+3.7%
3,480
-0.3%
0.56%
-1.9%
Q3 2021$351,000
-1.4%
3,489
+3.5%
0.57%
-4.2%
Q2 2021$356,000
+0.8%
3,372
-3.7%
0.59%
-6.9%
Q1 2021$353,000
+2.3%
3,500
-17.5%
0.64%
+2.4%
Q4 2020$345,000
+7.1%
4,241
+61.1%
0.62%
-4.6%
Q3 2020$322,000
+0.9%
2,633
-0.8%
0.65%
-4.5%
Q2 2020$319,000
+17.7%
2,654
-2.1%
0.68%
+3.8%
Q1 2020$271,000
-18.4%
2,710
+31.4%
0.66%
-3.9%
Q4 2019$332,000
+4.1%
2,063
-3.0%
0.69%
+0.3%
Q3 2019$319,000
-3.9%
2,127
-4.8%
0.68%
+25.7%
Q2 2019$332,000
-37.4%
2,234
-37.8%
0.54%
-34.3%
Q1 2019$530,000
+6.2%
3,589
-5.1%
0.83%
+2.7%
Q4 2018$499,000
-8.9%
3,782
+15.2%
0.81%
+1.6%
Q3 2018$548,000
-0.2%
3,284
-9.7%
0.79%
+120.9%
Q2 2018$549,0000.0%3,6380.0%0.36%0.0%
Q1 2018$549,000
-1.1%
3,638
+0.7%
0.36%
-2.2%
Q4 2017$555,000
-0.7%
3,612
-4.1%
0.37%
-3.2%
Q3 2017$559,000
+4.7%
3,766
-1.4%
0.38%
-6.9%
Q2 2017$534,000
+1.7%
3,819
+0.8%
0.41%
+8.0%
Q1 2017$525,000
+4.6%
3,789
+5.7%
0.38%
-2.6%
Q4 2016$502,000
+0.4%
3,586
-10.5%
0.39%
-2.3%
Q3 2016$500,0000.0%4,006
-6.4%
0.40%
-24.1%
Q2 2016$500,000
+3.1%
4,2800.0%0.52%
+31.5%
Q1 2016$485,000
+6.6%
4,280
+1.7%
0.40%
+2.3%
Q4 2015$455,000
+11275.0%
4,207
+11270.3%
0.39%
+9600.0%
Q2 2015$4,0000.0%370.0%0.00%0.0%
Q1 2015$4,000370.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Palisades Hudson Asset Management, L.P. 292,393$26,08714.28%
Cosner Financial Group, LLC 103,871$9,267,3558.17%
Forbes Financial Planning, Inc. 79,981$7,135,9137.65%
Pensionmark Financial Group, LLC 329,889$29,604,8035.86%
Probity Advisors, Inc. 275,750$24,602,4545.67%
ETFIDEA, LLC 127,397$11,366,3194.83%
Sterling Financial Planning, Inc. 86,386$7,707,3793.95%
LTG Capital LLC 38,661$3,449,3353.64%
SOUTHERN CAPITAL ADVISORS, LLC 47,835$4,267,8063.55%
Ellis Investment Partners, LLC 152,196$13,578,9333.49%
View complete list of ISHARES TR shareholders