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 | $211,362 | -23.5% | 2,369 | -18.4% | 0.04% | -22.9% |
| Q2 2023 | $276,141 | +0.1% | 2,904 | -1.5% | 0.05% | -7.7% |
| Q1 2023 | $275,903 | -8.6% | 2,948 | -10.9% | 0.05% | -21.2% |
| Q4 2022 | $301,962 | -46.4% | 3,307 | -51.6% | 0.07% | -46.8% |
| Q3 2022 | $563,000 | -95.1% | 6,827 | -94.8% | 0.12% | -94.9% |
| Q2 2022 | $11,608,000 | +2293.4% | 130,380 | +2655.3% | 2.43% | +3098.7% |
| Q1 2022 | $485,000 | +34.7% | 4,732 | +37.3% | 0.08% | +40.7% |
| Q4 2021 | $360,000 | +4.0% | 3,446 | +0.3% | 0.05% | -3.6% |
| Q3 2021 | $346,000 | -42.7% | 3,434 | -40.1% | 0.06% | -39.8% |
| Q2 2021 | $604,000 | -78.7% | 5,729 | -75.3% | 0.09% | -27.9% |
| Q3 2020 | $2,840,000 | – | 23,198 | – | 0.13% | – |
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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% |