ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $457,710 | 0.0% | 4,813 | 0.0% | 0.10% | +5.0% |
| Q2 2023 | $457,710 | +2.0% | 4,813 | +0.4% | 0.10% | -8.3% |
| Q1 2023 | $448,617 | +2.9% | 4,793 | +0.4% | 0.11% | +2.8% |
| Q4 2022 | $436,125 | +11.0% | 4,776 | +0.3% | 0.11% | +2.9% |
| Q3 2022 | $393,000 | -7.7% | 4,763 | +0.6% | 0.10% | -1.0% |
| Q2 2022 | $426,000 | -12.9% | 4,734 | -0.9% | 0.10% | +7.2% |
| Q1 2022 | $489,000 | -1.8% | 4,779 | +0.3% | 0.10% | -11.8% |
| Q4 2021 | $498,000 | +4.4% | 4,766 | +0.5% | 0.11% | -1.8% |
| Q3 2021 | $477,000 | 0.0% | 4,743 | +4.9% | 0.11% | -0.9% |
| Q2 2021 | $477,000 | -6.3% | 4,520 | -10.6% | 0.11% | -15.7% |
| Q1 2021 | $509,000 | +41.0% | 5,055 | +14.0% | 0.13% | +31.4% |
| Q4 2020 | $361,000 | +34.2% | 4,435 | +102.1% | 0.10% | +13.3% |
| Q3 2020 | $269,000 | +2.3% | 2,195 | +0.5% | 0.09% | +3.4% |
| Q2 2020 | $263,000 | +21.2% | 2,185 | +0.4% | 0.09% | -6.5% |
| Q1 2020 | $217,000 | -35.8% | 2,176 | +1.2% | 0.09% | +1.1% |
| Q4 2019 | $338,000 | +3.0% | 2,151 | -1.9% | 0.09% | +3.4% |
| Q3 2019 | $328,000 | +1.2% | 2,192 | +0.4% | 0.09% | -1.1% |
| Q2 2019 | $324,000 | +2.9% | 2,183 | +2.3% | 0.09% | -37.1% |
| Q1 2019 | $315,000 | – | 2,133 | – | 0.14% | – |
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% |