ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |