ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,023,264 | -8.6% | 11,469 | -2.6% | 0.86% | -5.8% |
| Q2 2023 | $1,119,779 | +4.1% | 11,776 | +2.5% | 0.91% | +9.3% |
| Q1 2023 | $1,075,723 | -8.0% | 11,494 | -10.2% | 0.84% | -5.2% |
| Q4 2022 | $1,168,676 | +10.9% | 12,799 | +0.1% | 0.88% | -5.2% |
| Q3 2022 | $1,054,000 | -9.4% | 12,781 | -2.2% | 0.93% | -2.0% |
| Q2 2022 | $1,163,000 | -23.1% | 13,064 | -11.6% | 0.95% | -6.8% |
| Q1 2022 | $1,513,000 | -3.1% | 14,770 | -1.2% | 1.02% | -4.2% |
| Q4 2021 | $1,562,000 | -1.0% | 14,944 | -4.7% | 1.06% | -15.0% |
| Q3 2021 | $1,578,000 | -7.3% | 15,674 | -2.9% | 1.25% | -2.9% |
| Q2 2021 | $1,702,000 | +1.6% | 16,137 | -2.9% | 1.29% | -4.4% |
| Q1 2021 | $1,675,000 | +20.3% | 16,624 | -2.9% | 1.35% | +18.2% |
| Q4 2020 | $1,392,000 | – | 17,112 | – | 1.14% | – |
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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% |