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 | $925,000 | +35.8% | 10,386 | +56.1% | 0.08% | +42.6% |
| Q1 2022 | $681,000 | -89.2% | 6,655 | -88.7% | 0.05% | -90.3% |
| Q4 2021 | $6,287,000 | +9.2% | 59,145 | +5.5% | 0.56% | +15.3% |
| Q3 2021 | $5,759,000 | -8.4% | 56,083 | -5.2% | 0.48% | -13.2% |
| Q2 2021 | $6,287,000 | +21.4% | 59,145 | +15.8% | 0.56% | +5.3% |
| Q1 2021 | $5,178,000 | – | 51,082 | – | 0.53% | – |
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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% |