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 | $520,151 | -5.9% | 5,830 | +0.3% | 0.31% | -2.5% |
| Q2 2023 | $552,946 | +1.8% | 5,815 | +0.2% | 0.32% | -3.0% |
| Q1 2023 | $543,229 | +2.7% | 5,804 | +0.2% | 0.33% | +2.5% |
| Q4 2022 | $529,158 | +10.9% | 5,795 | +0.1% | 0.32% | -3.0% |
| Q3 2022 | $477,000 | -10.7% | 5,788 | -3.4% | 0.33% | -6.5% |
| Q2 2022 | $534,000 | -12.9% | 5,994 | +0.1% | 0.36% | -2.5% |
| Q1 2022 | $613,000 | -19.4% | 5,986 | -17.8% | 0.36% | -13.5% |
| Q4 2021 | $761,000 | +4.5% | 7,279 | +0.7% | 0.42% | -4.5% |
| Q3 2021 | $728,000 | -5.6% | 7,228 | -1.1% | 0.44% | -5.0% |
| Q2 2021 | $771,000 | +3.4% | 7,310 | -1.2% | 0.46% | -3.3% |
| Q1 2021 | $746,000 | +24.1% | 7,401 | +0.2% | 0.48% | +17.1% |
| Q4 2020 | $601,000 | -12.6% | 7,389 | +31.5% | 0.41% | -23.5% |
| Q3 2020 | $688,000 | -6.5% | 5,617 | -8.1% | 0.54% | -13.4% |
| Q2 2020 | $736,000 | +21.9% | 6,111 | +1.1% | 0.62% | +1.0% |
| Q1 2020 | $604,000 | -38.1% | 6,047 | -0.3% | 0.61% | -22.1% |
| Q4 2019 | $975,000 | +7.1% | 6,066 | +0.1% | 0.79% | 0.0% |
| Q3 2019 | $910,000 | – | 6,058 | – | 0.79% | – |
Download | ||||||
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% |