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 | $319,000 | -20.2% | 3,586 | -8.1% | 0.04% | -13.0% |
| Q1 2022 | $400,000 | -1.7% | 3,904 | +0.1% | 0.05% | +2.2% |
| Q4 2021 | $407,000 | +4.1% | 3,899 | +0.4% | 0.04% | -4.3% |
| Q3 2021 | $391,000 | -5.3% | 3,882 | -0.8% | 0.05% | -6.0% |
| Q2 2021 | $413,000 | +2.5% | 3,914 | -2.3% | 0.05% | -5.7% |
| Q1 2021 | $403,000 | +95.6% | 4,005 | +57.7% | 0.05% | +82.8% |
| Q4 2020 | $206,000 | -23.4% | 2,539 | +51.6% | 0.03% | -35.6% |
| Q4 2019 | $269,000 | +7.6% | 1,675 | +0.5% | 0.04% | -4.3% |
| Q3 2019 | $250,000 | +0.8% | 1,667 | +0.1% | 0.05% | -6.0% |
| Q2 2019 | $248,000 | 0.0% | 1,666 | -0.9% | 0.05% | +16.3% |
| Q1 2019 | $248,000 | +32.6% | 1,681 | +18.8% | 0.04% | +10.3% |
| Q4 2018 | $187,000 | -22.7% | 1,415 | -2.6% | 0.04% | -4.9% |
| Q3 2018 | $242,000 | +2.1% | 1,453 | +0.2% | 0.04% | -4.7% |
| Q2 2018 | $237,000 | +8.2% | 1,450 | 0.0% | 0.04% | +7.5% |
| Q1 2018 | $219,000 | -1.4% | 1,450 | +0.3% | 0.04% | -2.4% |
| Q4 2017 | $222,000 | – | 1,446 | – | 0.04% | – |
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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% |