ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $24,146 | +0.6% | 258 | -3.7% | 0.01% | +9.1% |
| Q2 2022 | $24,000 | -17.2% | 268 | -6.9% | 0.01% | +22.2% |
| Q1 2022 | $29,000 | -3.3% | 288 | 0.0% | 0.01% | -30.8% |
| Q4 2021 | $30,000 | -85.8% | 288 | -85.7% | 0.01% | -86.7% |
| Q2 2021 | $212,000 | -8.2% | 2,013 | +45.2% | 0.10% | +12.6% |
| Q3 2018 | $231,000 | +11.1% | 1,386 | +8.7% | 0.09% | 0.0% |
| Q2 2018 | $208,000 | -3.3% | 1,275 | -10.5% | 0.09% | -6.5% |
| Q1 2018 | $215,000 | -3.6% | 1,425 | -10.7% | 0.09% | -3.1% |
| Q2 2017 | $223,000 | – | 1,595 | – | 0.10% | – |
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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% |