ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,166,174 | -3.1% | 68,709 | +2.7% | 0.77% | +12.4% |
| Q2 2023 | $6,360,686 | +10.2% | 66,891 | +8.5% | 0.68% | +1.9% |
| Q1 2023 | $5,772,075 | +4.2% | 61,674 | +1.6% | 0.67% | +16.3% |
| Q4 2022 | $5,541,231 | +8.7% | 60,686 | -1.9% | 0.58% | -2.2% |
| Q3 2022 | $5,099,000 | -2.5% | 61,847 | +5.3% | 0.59% | +6.9% |
| Q2 2022 | $5,231,000 | +11.6% | 58,758 | +28.3% | 0.55% | +20.0% |
| Q1 2022 | $4,689,000 | -1.5% | 45,795 | +0.5% | 0.46% | +2.7% |
| Q4 2021 | $4,760,000 | -12.6% | 45,558 | -15.8% | 0.45% | -22.8% |
| Q3 2021 | $5,446,000 | +69.3% | 54,096 | +77.3% | 0.58% | +71.3% |
| Q2 2021 | $3,216,000 | +1417.0% | 30,503 | +1347.0% | 0.34% | +1252.0% |
| Q1 2021 | $212,000 | -24.3% | 2,108 | -0.8% | 0.02% | -58.3% |
| Q4 2018 | $280,000 | – | 2,125 | – | 0.06% | – |
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% |