ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $36,785 | -10.8% | 387 | -12.2% | 0.02% | -23.8% |
| Q1 2023 | $41,226 | +2.6% | 441 | +0.2% | 0.02% | -8.7% |
| Q4 2022 | $40,195 | +11.7% | 440 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $36,000 | -7.7% | 440 | +0.2% | 0.02% | -4.3% |
| Q2 2022 | $39,000 | -13.3% | 439 | 0.0% | 0.02% | -11.5% |
| Q1 2022 | $45,000 | +21.6% | 439 | +22.6% | 0.03% | +18.2% |
| Q4 2021 | $37,000 | -2.6% | 358 | 0.0% | 0.02% | -18.5% |
| Q2 2021 | $38,000 | +192.3% | 358 | +184.1% | 0.03% | +145.5% |
| Q1 2021 | $13,000 | +30.0% | 126 | 0.0% | 0.01% | +37.5% |
| Q4 2020 | $10,000 | – | 126 | – | 0.01% | – |
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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% |