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 | $271,622 | -7.6% | 3,144 | +1.6% | 0.01% | 0.0% |
| Q2 2023 | $294,112 | -2.8% | 3,093 | -9.0% | 0.01% | -12.5% |
| Q1 2023 | $302,464 | +82.6% | 3,398 | +87.3% | 0.02% | +45.5% |
| Q4 2022 | $165,607 | +5.5% | 1,814 | +9.2% | 0.01% | -8.3% |
| Q3 2022 | $157,000 | -73.7% | 1,661 | -75.2% | 0.01% | -75.0% |
| Q2 2022 | $597,000 | +9.3% | 6,708 | +15.3% | 0.05% | +11.6% |
| Q1 2022 | $546,000 | -16.8% | 5,820 | -10.6% | 0.04% | -33.8% |
| Q3 2021 | $656,000 | +455.9% | 6,512 | +483.0% | 0.06% | +441.7% |
| Q2 2021 | $118,000 | +9.3% | 1,117 | +4.3% | 0.01% | -7.7% |
| Q1 2021 | $108,000 | +17.4% | 1,071 | -5.6% | 0.01% | +8.3% |
| Q4 2020 | $92,000 | -13.2% | 1,134 | +31.2% | 0.01% | -25.0% |
| Q3 2020 | $106,000 | -0.9% | 864 | -2.4% | 0.02% | -5.9% |
| Q2 2020 | $107,000 | -57.5% | 885 | -64.9% | 0.02% | -64.6% |
| Q1 2020 | $252,000 | -55.0% | 2,522 | -27.6% | 0.05% | -44.2% |
| Q4 2019 | $560,000 | +2.9% | 3,484 | -3.9% | 0.09% | -3.4% |
| Q3 2019 | $544,000 | -41.9% | 3,625 | -42.5% | 0.09% | -50.3% |
| Q2 2019 | $936,000 | -4.5% | 6,299 | -5.2% | 0.18% | -24.5% |
| Q1 2019 | $980,000 | +2.6% | 6,644 | -8.3% | 0.24% | -2.9% |
| Q4 2018 | $955,000 | -67.0% | 7,246 | -58.2% | 0.24% | -62.7% |
| Q3 2018 | $2,892,000 | +180.0% | 17,327 | +173.9% | 0.65% | +150.6% |
| Q2 2018 | $1,033,000 | -50.8% | 6,327 | -54.6% | 0.26% | -54.9% |
| Q1 2018 | $2,101,000 | +30.3% | 13,930 | +32.6% | 0.58% | +30.7% |
| Q4 2017 | $1,613,000 | +175.3% | 10,503 | +166.0% | 0.44% | +83.1% |
| Q3 2017 | $586,000 | +5.0% | 3,949 | -1.1% | 0.24% | -7.6% |
| Q2 2017 | $558,000 | +21.3% | 3,991 | +20.4% | 0.26% | +1.9% |
| Q1 2017 | $460,000 | +112.0% | 3,316 | +113.7% | 0.26% | +76.0% |
| Q4 2016 | $217,000 | – | 1,552 | – | 0.15% | – |
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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% |