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 | $1,463,654 | -1.8% | 16,405 | +4.7% | 0.08% | -17.7% |
| Q2 2023 | $1,490,155 | +57.9% | 15,671 | +55.4% | 0.10% | +41.2% |
| Q1 2023 | $943,762 | -2.9% | 10,084 | -5.3% | 0.07% | -5.6% |
| Q4 2022 | $971,812 | +8.3% | 10,643 | -2.1% | 0.07% | -2.7% |
| Q3 2022 | $897,000 | -7.8% | 10,875 | -0.5% | 0.07% | -9.8% |
| Q2 2022 | $973,000 | -7.0% | 10,928 | +6.9% | 0.08% | -71.4% |
| Q1 2022 | $1,046,000 | -0.6% | 10,222 | +1.5% | 0.29% | -1.7% |
| Q4 2021 | $1,052,000 | +1.5% | 10,071 | -2.2% | 0.29% | -13.9% |
| Q3 2021 | $1,036,000 | -2.8% | 10,294 | +1.8% | 0.34% | -1.7% |
| Q2 2021 | $1,066,000 | +3.5% | 10,112 | -1.1% | 0.34% | -18.6% |
| Q1 2021 | $1,030,000 | +19.8% | 10,225 | -3.4% | 0.42% | +155.4% |
| Q4 2020 | $860,000 | +26.3% | 10,580 | +90.3% | 0.17% | +15.3% |
| Q3 2020 | $681,000 | +10.7% | 5,561 | +8.8% | 0.14% | -83.5% |
| Q2 2020 | $615,000 | – | 5,111 | – | 0.87% | – |
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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% |