ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,380,562 | -6.0% | 93,931 | +0.2% | 0.56% | -2.3% |
| Q2 2023 | $8,910,800 | -47.2% | 93,709 | -48.0% | 0.58% | 0.0% |
| Q1 2023 | $16,863,608 | +208.9% | 180,186 | +201.4% | 0.58% | +49.6% |
| Q4 2022 | $5,459,031 | -68.3% | 59,786 | -71.4% | 0.38% | -72.8% |
| Q3 2022 | $17,246,000 | -15.1% | 209,163 | -1.0% | 1.41% | -7.3% |
| Q2 2022 | $20,311,000 | +142.7% | 211,348 | +158.6% | 1.52% | +162.5% |
| Q1 2022 | $8,369,000 | +140.2% | 81,738 | +145.1% | 0.58% | +135.2% |
| Q4 2021 | $3,484,000 | +43.8% | 33,347 | +38.5% | 0.25% | +35.7% |
| Q3 2021 | $2,423,000 | +18.7% | 24,072 | +24.3% | 0.18% | +14.5% |
| Q2 2021 | $2,041,000 | +34.5% | 19,362 | +28.5% | 0.16% | +22.3% |
| Q1 2021 | $1,518,000 | +81.8% | 15,064 | +46.6% | 0.13% | +64.6% |
| Q4 2020 | $835,000 | +36.2% | 10,276 | +105.2% | 0.08% | +23.4% |
| Q3 2020 | $613,000 | +3.4% | 5,009 | +1.6% | 0.06% | +3.2% |
| Q2 2020 | $593,000 | +39.2% | 4,929 | +15.6% | 0.06% | +24.0% |
| Q1 2020 | $426,000 | – | 4,263 | – | 0.05% | – |
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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% |