ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $209,999 | -2.6% | 2,208 | -6.5% | 0.14% | -13.8% |
| Q4 2022 | $215,582 | +0.7% | 2,361 | -9.0% | 0.16% | -4.2% |
| Q3 2022 | $214,000 | -11.6% | 2,595 | -4.7% | 0.17% | -7.8% |
| Q2 2022 | $242,000 | -11.4% | 2,722 | +1.9% | 0.18% | +2.9% |
| Q1 2022 | $273,000 | -0.4% | 2,670 | +1.9% | 0.18% | +2.3% |
| Q4 2021 | $274,000 | +25.7% | 2,620 | +20.8% | 0.17% | +12.5% |
| Q3 2021 | $218,000 | +1576.9% | 2,168 | +2392.0% | 0.15% | +1281.8% |
| Q3 2019 | $13,000 | +18.2% | 87 | +14.5% | 0.01% | +10.0% |
| Q2 2019 | $11,000 | 0.0% | 76 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $11,000 | +1000.0% | 76 | +1420.0% | 0.01% | +900.0% |
| Q4 2018 | $1,000 | – | 5 | – | 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% |