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 2023 | $5,039 | -99.9% | 56,096 | -37.8% | 0.13% | -71.0% |
| Q2 2022 | $8,028,000 | +229.0% | 90,168 | +286.2% | 0.44% | +262.5% |
| Q4 2021 | $2,440,000 | +11.4% | 23,349 | +12.3% | 0.12% | -11.1% |
| Q2 2021 | $2,191,000 | +219.4% | 20,790 | +205.1% | 0.14% | +159.6% |
| Q1 2021 | $686,000 | -30.1% | 6,815 | -43.6% | 0.05% | -35.8% |
| Q4 2020 | $982,000 | -53.4% | 12,080 | -29.9% | 0.08% | -72.4% |
| Q3 2020 | $2,109,000 | +126.5% | 17,226 | +122.6% | 0.29% | +102.1% |
| Q2 2020 | $931,000 | – | 7,738 | – | 0.14% | – |
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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% |