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 | $768,303 | -4.8% | 8,611 | +1.4% | 0.02% | -5.6% |
| Q2 2023 | $807,124 | +4.9% | 8,488 | +3.2% | 0.02% | 0.0% |
| Q1 2023 | $769,489 | +8.9% | 8,222 | +6.2% | 0.02% | -10.0% |
| Q4 2022 | $706,633 | +28.7% | 7,739 | +16.2% | 0.02% | 0.0% |
| Q3 2022 | $549,000 | -7.1% | 6,660 | +0.4% | 0.02% | -20.0% |
| Q2 2022 | $591,000 | +47.0% | 6,635 | +68.9% | 0.02% | +66.7% |
| Q1 2022 | $402,000 | -2.2% | 3,929 | -0.1% | 0.02% | 0.0% |
| Q4 2021 | $411,000 | +3.5% | 3,932 | -0.3% | 0.02% | -6.2% |
| Q3 2021 | $397,000 | -22.5% | 3,945 | -18.8% | 0.02% | -23.8% |
| Q2 2021 | $512,000 | +36.9% | 4,857 | +30.8% | 0.02% | +23.5% |
| Q1 2021 | $374,000 | +5.6% | 3,713 | -14.8% | 0.02% | -5.6% |
| Q4 2020 | $354,000 | +32.6% | 4,358 | +100.0% | 0.02% | 0.0% |
| Q3 2020 | $267,000 | +4.3% | 2,179 | +2.4% | 0.02% | 0.0% |
| Q2 2020 | $256,000 | +20.2% | 2,128 | -0.0% | 0.02% | -5.3% |
| Q1 2020 | $213,000 | -30.4% | 2,129 | +11.8% | 0.02% | -20.8% |
| Q4 2019 | $306,000 | +27.0% | 1,905 | +18.8% | 0.02% | +9.1% |
| Q3 2019 | $241,000 | +2.6% | 1,603 | +1.3% | 0.02% | +22.2% |
| Q2 2019 | $235,000 | +8.8% | 1,583 | +8.4% | 0.02% | -43.8% |
| Q1 2019 | $216,000 | +2300.0% | 1,461 | +2556.4% | 0.03% | +1500.0% |
| Q3 2018 | $9,000 | -60.9% | 55 | -61.3% | 0.00% | -60.0% |
| Q2 2018 | $23,000 | +187.5% | 142 | +158.2% | 0.01% | +150.0% |
| Q1 2018 | $8,000 | 0.0% | 55 | 0.0% | 0.00% | +100.0% |
| Q4 2017 | $8,000 | 0.0% | 55 | 0.0% | 0.00% | -50.0% |
| Q2 2017 | $8,000 | – | 55 | – | 0.00% | – |
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% |