ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324,660 | -7.8% | 3,639 | -1.7% | 0.04% | -6.2% |
| Q2 2023 | $352,106 | -0.3% | 3,703 | -1.9% | 0.05% | -2.0% |
| Q1 2023 | $353,130 | +1.3% | 3,773 | -1.2% | 0.05% | -3.9% |
| Q4 2022 | $348,763 | -53.3% | 3,820 | -57.8% | 0.05% | -56.8% |
| Q3 2022 | $747,000 | -13.8% | 9,062 | -7.0% | 0.12% | -9.9% |
| Q2 2022 | $867,000 | -8.8% | 9,740 | +4.9% | 0.13% | +1.6% |
| Q1 2022 | $951,000 | -2.3% | 9,285 | -0.3% | 0.13% | -0.8% |
| Q4 2021 | $973,000 | +7.0% | 9,316 | +3.2% | 0.13% | -3.7% |
| Q3 2021 | $909,000 | -7.0% | 9,026 | -2.6% | 0.14% | -8.8% |
| Q2 2021 | $977,000 | +21.2% | 9,271 | +15.9% | 0.15% | +8.8% |
| Q1 2021 | $806,000 | -66.2% | 7,996 | -44.1% | 0.14% | -79.8% |
| Q3 2018 | $2,386,000 | +5.9% | 14,293 | +3.5% | 0.67% | -3.4% |
| Q2 2018 | $2,254,000 | +15.8% | 13,808 | +7.0% | 0.70% | +3.0% |
| Q1 2018 | $1,946,000 | -10.7% | 12,902 | -9.0% | 0.68% | -13.4% |
| Q4 2017 | $2,178,000 | +0.6% | 14,180 | -2.8% | 0.78% | -9.1% |
| Q3 2017 | $2,164,000 | +18.3% | 14,588 | +11.4% | 0.86% | +9.8% |
| Q2 2017 | $1,830,000 | +1.2% | 13,091 | +0.4% | 0.78% | -4.0% |
| Q1 2017 | $1,809,000 | -2.1% | 13,044 | -1.2% | 0.82% | -5.9% |
| Q4 2016 | $1,848,000 | +7.0% | 13,202 | -4.6% | 0.87% | -0.5% |
| Q3 2016 | $1,727,000 | +6.5% | 13,839 | -0.3% | 0.87% | +4.6% |
| Q2 2016 | $1,621,000 | +11.7% | 13,877 | +8.4% | 0.83% | +1.0% |
| Q1 2016 | $1,451,000 | +14.2% | 12,803 | +8.9% | 0.82% | +28.1% |
| Q4 2015 | $1,271,000 | – | 11,754 | – | 0.64% | – |
Download | ||||||
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% |