ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $13,573,448 | -0.2% | 152,134 | +6.4% | 0.05% | -1.9% |
| Q2 2023 | $13,602,580 | +118029.2% | 143,049 | +16.3% | 0.05% | +6.0% |
| Q1 2023 | $11,515 | +92.7% | 123,050 | +88.0% | 0.05% | +66.7% |
| Q4 2022 | $5,976 | -99.9% | 65,456 | +2.0% | 0.03% | +11.1% |
| Q3 2022 | $5,289,000 | -3.4% | 64,157 | +4.3% | 0.03% | -6.9% |
| Q2 2022 | $5,474,000 | -6.9% | 61,489 | +7.1% | 0.03% | +3.6% |
| Q1 2022 | $5,877,000 | +14.4% | 57,403 | +16.7% | 0.03% | +16.7% |
| Q4 2021 | $5,138,000 | +4.3% | 49,175 | +0.5% | 0.02% | -7.7% |
| Q3 2021 | $4,927,000 | -7.6% | 48,950 | -3.2% | 0.03% | -13.3% |
| Q2 2021 | $5,333,000 | +7.3% | 50,590 | +2.5% | 0.03% | -11.8% |
| Q1 2021 | $4,972,000 | +26.5% | 49,358 | +2.1% | 0.03% | +13.3% |
| Q4 2020 | $3,930,000 | +46.1% | 48,334 | +119.9% | 0.03% | +20.0% |
| Q3 2020 | $2,690,000 | +12.0% | 21,982 | +10.1% | 0.02% | 0.0% |
| Q2 2020 | $2,402,000 | +133.0% | 19,957 | +93.5% | 0.02% | +78.6% |
| Q1 2020 | $1,031,000 | -35.0% | 10,314 | +4.5% | 0.01% | -30.0% |
| Q4 2019 | $1,587,000 | +163.2% | 9,868 | +145.7% | 0.02% | +150.0% |
| Q3 2019 | $603,000 | +479.8% | 4,016 | +472.1% | 0.01% | +700.0% |
| Q2 2019 | $104,000 | +300.0% | 702 | +294.4% | 0.00% | – |
| Q1 2019 | $26,000 | – | 178 | – | 0.00% | – |
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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% |