ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,950,006 | -5.5% | 34,167 | +4.1% | 0.40% | -4.8% |
| Q2 2023 | $3,120,384 | +7.1% | 32,815 | +5.4% | 0.42% | -6.7% |
| Q1 2023 | $2,913,340 | +5.1% | 31,129 | +2.5% | 0.45% | +5.6% |
| Q4 2022 | $2,773,142 | +18.0% | 30,371 | +6.6% | 0.43% | +8.9% |
| Q3 2022 | $2,350,000 | -14.3% | 28,497 | -7.5% | 0.39% | -6.4% |
| Q2 2022 | $2,742,000 | +23.2% | 30,797 | +41.6% | 0.42% | +34.7% |
| Q1 2022 | $2,226,000 | +60.6% | 21,745 | +63.9% | 0.31% | +57.9% |
| Q4 2021 | $1,386,000 | +88.3% | 13,264 | +81.4% | 0.20% | +69.8% |
| Q3 2021 | $736,000 | +508.3% | 7,312 | +539.7% | 0.12% | +510.5% |
| Q2 2021 | $121,000 | – | 1,143 | – | 0.02% | – |
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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% |