ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $148,106 | -58.3% | 1,660 | -55.6% | 0.03% | -56.7% |
| Q2 2023 | $355,162 | +1.6% | 3,735 | 0.0% | 0.07% | -5.6% |
| Q1 2023 | $349,559 | +2.5% | 3,735 | 0.0% | 0.07% | -9.0% |
| Q4 2022 | $341,043 | +10.7% | 3,735 | 0.0% | 0.08% | -3.7% |
| Q3 2022 | $308,000 | -7.5% | 3,735 | 0.0% | 0.08% | -4.7% |
| Q2 2022 | $333,000 | +95.9% | 3,735 | +125.0% | 0.08% | +112.5% |
| Q1 2022 | $170,000 | -1.7% | 1,660 | 0.0% | 0.04% | -4.8% |
| Q4 2021 | $173,000 | +3.6% | 1,660 | 0.0% | 0.04% | -6.7% |
| Q3 2021 | $167,000 | -4.6% | 1,660 | 0.0% | 0.04% | -6.2% |
| Q2 2021 | $175,000 | +4.8% | 1,660 | 0.0% | 0.05% | -7.7% |
| Q1 2021 | $167,000 | +23.7% | 1,660 | 0.0% | 0.05% | +13.0% |
| Q4 2020 | $135,000 | – | 1,660 | – | 0.05% | – |
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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% |