ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,102 | -18.4% | 6,064 | -13.0% | 0.06% | -20.0% |
| Q2 2023 | $663,208 | -39.7% | 6,974 | -40.6% | 0.07% | +18.6% |
| Q1 2023 | $1,099,517 | -11.7% | 11,748 | -13.8% | 0.06% | -21.3% |
| Q4 2022 | $1,244,804 | +65.1% | 13,633 | +49.2% | 0.08% | +47.1% |
| Q3 2022 | $754,000 | -42.7% | 9,138 | -38.2% | 0.05% | -42.0% |
| Q2 2022 | $1,317,000 | +45.0% | 14,795 | +66.8% | 0.09% | +60.0% |
| Q1 2022 | $908,000 | -1.8% | 8,869 | +0.1% | 0.06% | -5.2% |
| Q4 2021 | $925,000 | +1.3% | 8,864 | -2.2% | 0.06% | -6.5% |
| Q3 2021 | $913,000 | -50.9% | 9,062 | -48.6% | 0.06% | -53.7% |
| Q2 2021 | $1,861,000 | -1.7% | 17,647 | -6.1% | 0.13% | -17.3% |
| Q1 2021 | $1,894,000 | +277.3% | 18,802 | +204.8% | 0.16% | +260.0% |
| Q4 2020 | $502,000 | +263.8% | 6,168 | +618.9% | 0.04% | +150.0% |
| Q4 2019 | $138,000 | +25.5% | 858 | +16.7% | 0.02% | 0.0% |
| Q3 2019 | $110,000 | -43.6% | 735 | -44.1% | 0.02% | -52.6% |
| Q2 2019 | $195,000 | +21.1% | 1,314 | +7.5% | 0.04% | -7.3% |
| Q4 2018 | $161,000 | -24.8% | 1,222 | -4.5% | 0.04% | +20.6% |
| Q3 2018 | $214,000 | +2.9% | 1,280 | -5.5% | 0.03% | -26.1% |
| Q4 2017 | $208,000 | – | 1,354 | – | 0.05% | – |
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% |