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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $9,181,000 | +7.8% | 87,866 | +3.9% | 3.79% | -0.3% |
| Q3 2021 | $8,516,000 | -0.7% | 84,591 | +4.0% | 3.80% | -0.2% |
| Q2 2021 | $8,572,000 | +41.7% | 81,308 | +35.4% | 3.81% | +35.6% |
| Q1 2021 | $6,051,000 | +23.1% | 60,065 | -0.6% | 2.81% | +11.1% |
| Q4 2020 | $4,914,000 | +19.5% | 60,439 | +79.9% | 2.53% | +8.7% |
| Q3 2020 | $4,113,000 | -2.3% | 33,600 | -3.9% | 2.33% | -8.0% |
| Q2 2020 | $4,208,000 | +3.5% | 34,961 | -14.0% | 2.53% | -11.8% |
| Q1 2020 | $4,064,000 | -33.7% | 40,661 | +6.7% | 2.87% | -27.9% |
| Q4 2019 | $6,126,000 | +11.9% | 38,095 | +4.5% | 3.98% | +1.2% |
| Q3 2019 | $5,474,000 | +3.6% | 36,445 | +2.5% | 3.93% | -1.1% |
| Q2 2019 | $5,284,000 | +0.9% | 35,557 | +0.2% | 3.98% | -2.4% |
| Q1 2019 | $5,235,000 | +14.0% | 35,483 | +1.9% | 4.07% | +1.0% |
| Q4 2018 | $4,591,000 | – | 34,824 | – | 4.03% | – |
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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% |