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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $144,000 | -13.3% | 1,621 | 0.0% | 0.04% | +23.5% |
| Q1 2022 | $166,000 | -1.8% | 1,621 | 0.0% | 0.03% | +3.0% |
| Q4 2021 | $169,000 | +3.7% | 1,621 | 0.0% | 0.03% | -8.3% |
| Q3 2021 | $163,000 | -1.8% | 1,621 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $166,000 | +1.8% | 1,621 | 0.0% | 0.04% | -5.3% |
| Q1 2021 | $163,000 | +21.6% | 1,621 | -2.0% | 0.04% | +26.7% |
| Q4 2020 | $134,000 | -2.2% | 1,654 | +94.4% | 0.03% | -25.0% |
| Q4 2019 | $137,000 | +7.0% | 851 | 0.0% | 0.04% | -13.0% |
| Q3 2019 | $128,000 | +1.6% | 851 | 0.0% | 0.05% | +17.9% |
| Q2 2019 | $126,000 | +29.9% | 851 | +29.7% | 0.04% | -2.5% |
| Q1 2019 | $97,000 | +12.8% | 656 | 0.0% | 0.04% | +5.3% |
| Q4 2018 | $86,000 | -21.8% | 656 | 0.0% | 0.04% | -9.5% |
| Q3 2018 | $110,000 | +2.8% | 656 | 0.0% | 0.04% | +2.4% |
| Q2 2018 | $107,000 | +8.1% | 656 | 0.0% | 0.04% | -8.9% |
| Q1 2018 | $99,000 | -2.0% | 656 | 0.0% | 0.04% | -15.1% |
| Q4 2017 | $101,000 | +4.1% | 656 | 0.0% | 0.05% | +26.2% |
| Q3 2017 | $97,000 | +6.6% | 656 | 0.0% | 0.04% | -40.8% |
| Q1 2017 | $91,000 | – | 656 | – | 0.07% | – |
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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% |