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 | ||||
|---|---|---|---|---|---|---|
| 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. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |