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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,693,688 | -6.8% | 41,399 | -0.7% | 0.12% | -3.9% |
| Q2 2023 | $3,963,140 | +1.5% | 41,677 | -0.1% | 0.13% | -3.0% |
| Q1 2023 | $3,904,366 | +7.4% | 41,717 | +4.8% | 0.13% | -16.5% |
| Q4 2022 | $3,633,935 | +10.8% | 39,797 | -0.0% | 0.16% | +4.6% |
| Q3 2022 | $3,281,000 | -8.7% | 39,798 | -1.4% | 0.15% | -8.5% |
| Q2 2022 | $3,593,000 | -14.7% | 40,353 | -1.0% | 0.16% | -1.2% |
| Q1 2022 | $4,212,000 | +0.3% | 40,756 | +1.4% | 0.17% | +7.1% |
| Q4 2021 | $4,201,000 | +1.1% | 40,203 | -2.6% | 0.16% | -7.1% |
| Q3 2021 | $4,155,000 | -3.0% | 41,274 | +1.6% | 0.17% | -7.2% |
| Q2 2021 | $4,283,000 | +6.4% | 40,621 | +1.6% | 0.18% | -4.7% |
| Q1 2021 | $4,026,000 | +23.9% | 39,964 | 0.0% | 0.19% | +8.0% |
| Q4 2020 | $3,249,000 | +32.8% | 39,964 | +100.0% | 0.18% | +16.6% |
| Q3 2020 | $2,446,000 | +1.2% | 19,982 | -0.5% | 0.15% | -4.4% |
| Q2 2020 | $2,417,000 | +20.5% | 20,082 | 0.0% | 0.16% | -2.5% |
| Q1 2020 | $2,006,000 | -51.2% | 20,082 | -21.4% | 0.16% | -47.4% |
| Q4 2019 | $4,107,000 | +92.4% | 25,542 | +79.7% | 0.31% | +68.3% |
| Q3 2019 | $2,135,000 | +1295.4% | 14,213 | +1279.9% | 0.18% | +1120.0% |
| Q2 2019 | $153,000 | +5000.0% | 1,030 | +5050.0% | 0.02% | – |
| Q1 2019 | $3,000 | +50.0% | 20 | 0.0% | 0.00% | – |
| Q4 2018 | $2,000 | -33.3% | 20 | 0.0% | 0.00% | – |
| Q3 2018 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q2 2018 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q1 2018 | $3,000 | 0.0% | 20 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | -25.0% | 20 | -28.6% | 0.00% | -100.0% |
| Q3 2017 | $4,000 | -33.3% | 28 | -31.7% | 0.00% | 0.0% |
| Q2 2017 | $6,000 | -25.0% | 41 | -35.9% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | -20.0% | 64 | -13.5% | 0.00% | -50.0% |
| Q4 2016 | $10,000 | – | 74 | – | 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% |