ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,387,189 | +6256.5% | 14,822 | +6101.7% | 0.59% | +5281.8% |
| Q4 2022 | $21,823 | -96.7% | 239 | -97.1% | 0.01% | -97.1% |
| Q3 2022 | $671,000 | -90.8% | 8,137 | -90.1% | 0.38% | -89.4% |
| Q2 2022 | $7,319,000 | +60.9% | 82,203 | +81.9% | 3.56% | +89.3% |
| Q3 2021 | $4,549,000 | -19.5% | 45,184 | -15.0% | 1.88% | -14.1% |
| Q2 2021 | $5,649,000 | -11.2% | 53,151 | -15.8% | 2.19% | -22.2% |
| Q1 2021 | $6,362,000 | – | 63,155 | – | 2.82% | – |
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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% |