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 | $34,796 | +21.6% | 390 | +29.6% | 0.00% | 0.0% |
| Q2 2023 | $28,622 | -58.7% | 301 | -59.3% | 0.00% | -50.0% |
| Q1 2023 | $69,247 | +2.6% | 740 | +0.1% | 0.00% | 0.0% |
| Q4 2022 | $67,478 | +10.6% | 739 | +0.1% | 0.00% | +100.0% |
| Q3 2022 | $61,000 | -6.2% | 738 | +0.3% | 0.00% | -50.0% |
| Q2 2022 | $65,000 | +116.7% | 736 | +149.5% | 0.00% | +100.0% |
| Q1 2022 | $30,000 | -3.2% | 295 | +0.3% | 0.00% | 0.0% |
| Q4 2021 | $31,000 | +6.9% | 294 | +0.3% | 0.00% | 0.0% |
| Q3 2021 | $29,000 | – | 293 | – | 0.00% | – |
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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% |