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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,991,961 | -7.0% | 22,326 | -0.9% | 0.10% | -2.9% |
| Q2 2023 | $2,141,464 | +33.2% | 22,520 | +31.1% | 0.10% | +4.0% |
| Q1 2023 | $1,608,102 | +1.4% | 17,182 | -1.0% | 0.10% | -11.6% |
| Q4 2022 | $1,585,306 | +217.7% | 17,362 | +186.8% | 0.11% | +173.2% |
| Q3 2022 | $499,000 | -51.5% | 6,054 | -47.6% | 0.04% | -52.3% |
| Q2 2022 | $1,029,000 | +97.5% | 11,561 | +127.4% | 0.09% | +132.4% |
| Q1 2022 | $521,000 | -2.8% | 5,084 | -0.9% | 0.04% | -7.5% |
| Q4 2021 | $536,000 | +100.7% | 5,128 | +93.7% | 0.04% | +8.1% |
| Q3 2021 | $267,000 | +1171.4% | 2,648 | +1387.6% | 0.04% | +208.3% |
| Q2 2020 | $21,000 | – | 178 | – | 0.01% | – |
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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% |