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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $863,427 | +0.6% | 9,456 | -9.1% | 0.62% | -17.0% |
| Q3 2022 | $858,000 | -81.9% | 10,402 | -80.4% | 0.74% | -80.8% |
| Q2 2022 | $4,730,000 | -21.6% | 53,123 | -9.9% | 3.86% | +20.2% |
| Q1 2022 | $6,036,000 | +2535.8% | 58,950 | +2486.7% | 3.22% | +3052.0% |
| Q3 2021 | $229,000 | -98.1% | 2,279 | -98.0% | 0.10% | -98.0% |
| Q2 2021 | $11,865,000 | +25.3% | 112,535 | +19.7% | 5.18% | +4.3% |
| Q1 2021 | $9,471,000 | +1186.8% | 94,012 | +1583.6% | 4.97% | +903.4% |
| Q4 2018 | $736,000 | -21.8% | 5,584 | -1.0% | 0.50% | -0.4% |
| Q3 2018 | $941,000 | +3.1% | 5,640 | +1.2% | 0.50% | +2.3% |
| Q2 2018 | $913,000 | +7.5% | 5,571 | -1.0% | 0.49% | +0.4% |
| Q1 2018 | $849,000 | -84.3% | 5,625 | -84.0% | 0.48% | -80.5% |
| Q4 2017 | $5,392,000 | +550.4% | 35,110 | +527.9% | 2.49% | +537.4% |
| Q3 2017 | $829,000 | – | 5,592 | – | 0.39% | – |
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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% |