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 | $899,338 | -6.2% | 10,080 | 0.0% | 0.56% | -3.3% |
| Q2 2023 | $958,507 | +1.6% | 10,080 | 0.0% | 0.58% | +6.8% |
| Q1 2023 | $943,387 | +2.5% | 10,080 | 0.0% | 0.54% | -1.6% |
| Q4 2022 | $920,405 | +10.8% | 10,080 | 0.0% | 0.55% | +34.9% |
| Q3 2022 | $831,000 | -7.4% | 10,080 | -5.3% | 0.41% | -7.4% |
| Q2 2022 | $897,000 | -13.1% | 10,639 | +5.5% | 0.44% | +31.5% |
| Q1 2022 | $1,032,000 | -2.0% | 10,080 | 0.0% | 0.34% | -15.3% |
| Q4 2021 | $1,053,000 | -0.9% | 10,080 | 0.0% | 0.40% | -4.1% |
| Q2 2021 | $1,063,000 | +4.7% | 10,080 | 0.0% | 0.42% | +4.0% |
| Q1 2021 | $1,015,000 | +23.8% | 10,080 | 0.0% | 0.40% | +16.3% |
| Q4 2020 | $820,000 | +32.9% | 10,080 | +100.0% | 0.34% | +17.1% |
| Q3 2020 | $617,000 | +1.6% | 5,040 | 0.0% | 0.29% | -6.7% |
| Q2 2020 | $607,000 | +20.4% | 5,040 | 0.0% | 0.31% | 0.0% |
| Q1 2020 | $504,000 | -37.8% | 5,040 | 0.0% | 0.31% | -38.3% |
| Q4 2019 | $810,000 | – | 5,040 | – | 0.51% | – |
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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% |