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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,316,216 | +6.3% | 14,752 | +13.3% | 0.10% | +8.0% |
| Q2 2023 | $1,238,022 | -27.7% | 13,019 | -31.6% | 0.09% | -28.5% |
| Q1 2023 | $1,712,658 | -43.4% | 19,033 | -73.9% | 0.12% | -45.6% |
| Q4 2022 | $3,026,310 | +182.6% | 72,881 | +453.5% | 0.23% | +156.8% |
| Q3 2022 | $1,071,000 | -24.5% | 13,168 | -17.3% | 0.09% | -23.5% |
| Q2 2022 | $1,418,000 | +25.9% | 15,932 | +44.8% | 0.12% | +55.4% |
| Q1 2022 | $1,126,000 | -0.5% | 11,005 | +1.6% | 0.07% | +4.2% |
| Q4 2021 | $1,132,000 | +10.5% | 10,834 | +6.5% | 0.07% | +2.9% |
| Q3 2021 | $1,024,000 | -2.3% | 10,172 | +2.3% | 0.07% | -1.4% |
| Q2 2021 | $1,048,000 | -8.0% | 9,942 | -12.0% | 0.07% | -13.6% |
| Q1 2021 | $1,139,000 | +14.5% | 11,302 | -4.7% | 0.08% | +19.1% |
| Q4 2020 | $995,000 | +37.1% | 11,857 | +99.9% | 0.07% | +9.7% |
| Q3 2020 | $726,000 | -51.5% | 5,931 | -50.4% | 0.06% | -56.3% |
| Q2 2020 | $1,498,000 | +56.4% | 11,953 | +24.6% | 0.14% | +3.6% |
| Q1 2020 | $958,000 | -43.7% | 9,591 | -9.4% | 0.14% | -24.3% |
| Q4 2019 | $1,702,000 | +1.0% | 10,588 | -5.6% | 0.18% | -5.7% |
| Q3 2019 | $1,685,000 | -7.6% | 11,217 | -8.6% | 0.19% | -9.0% |
| Q2 2019 | $1,824,000 | +1.4% | 12,270 | +0.7% | 0.21% | -5.8% |
| Q1 2019 | $1,798,000 | +11.6% | 12,189 | -0.3% | 0.22% | +1.8% |
| Q4 2018 | $1,611,000 | +8.6% | 12,221 | +37.5% | 0.22% | +32.5% |
| Q3 2018 | $1,484,000 | +3.3% | 8,888 | +1.9% | 0.17% | -4.6% |
| Q2 2018 | $1,436,000 | +18.2% | 8,723 | +8.3% | 0.17% | +10.1% |
| Q1 2018 | $1,215,000 | +70.4% | 8,058 | +73.6% | 0.16% | +62.9% |
| Q4 2017 | $713,000 | – | 4,642 | – | 0.10% | – |
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% |