ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,832 | -6.2% | 1,377 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $130,913 | +1.6% | 1,377 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $128,848 | +19.1% | 1,377 | +16.2% | 0.03% | +12.5% |
| Q4 2022 | $108,177 | +10.4% | 1,185 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $98,000 | -6.7% | 1,185 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $105,000 | -13.2% | 1,185 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $121,000 | -2.4% | 1,185 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $124,000 | +4.2% | 1,185 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $119,000 | -4.8% | 1,185 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $125,000 | +5.0% | 1,185 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $119,000 | +36.8% | 1,185 | +10.9% | 0.03% | +26.1% |
| Q4 2020 | $87,000 | +33.8% | 1,069 | +100.2% | 0.02% | +21.1% |
| Q3 2020 | $65,000 | +1.6% | 534 | +0.4% | 0.02% | -9.5% |
| Q2 2020 | $64,000 | +20.8% | 532 | +0.4% | 0.02% | +5.0% |
| Q1 2020 | $53,000 | -62.1% | 530 | -39.0% | 0.02% | -54.5% |
| Q4 2019 | $140,000 | +7.7% | 869 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $130,000 | -45.4% | 869 | -45.9% | 0.04% | -47.6% |
| Q2 2019 | $238,000 | +30.8% | 1,605 | +30.4% | 0.08% | +25.4% |
| Q1 2019 | $182,000 | +12.3% | 1,231 | 0.0% | 0.07% | +3.1% |
| Q4 2018 | $162,000 | – | 1,231 | – | 0.06% | – |
Download | ||||||
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% |