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 | $383 | -6.1% | 4,300 | 0.0% | 0.11% | +1.9% |
| Q2 2023 | $408 | +1.7% | 4,300 | -2.3% | 0.11% | -1.8% |
| Q1 2023 | $401 | +68.5% | 4,400 | +51.9% | 0.11% | +47.3% |
| Q4 2022 | $238 | -99.9% | 2,896 | 0.0% | 0.07% | 0.0% |
| Q3 2022 | $239,000 | -7.4% | 2,896 | 0.0% | 0.07% | -7.5% |
| Q2 2022 | $258,000 | -13.1% | 2,896 | 0.0% | 0.08% | -5.9% |
| Q1 2022 | $297,000 | -0.3% | 2,896 | +1.4% | 0.08% | +1.2% |
| Q4 2021 | $298,000 | +3.5% | 2,856 | 0.0% | 0.08% | -3.4% |
| Q3 2021 | $288,000 | -5.9% | 2,856 | -1.7% | 0.09% | -6.5% |
| Q2 2021 | $306,000 | -41.8% | 2,906 | -44.3% | 0.09% | -49.5% |
| Q1 2021 | $526,000 | +24.1% | 5,220 | 0.0% | 0.18% | +38.3% |
| Q4 2020 | $424,000 | +32.5% | 5,220 | +100.0% | 0.13% | +23.1% |
| Q3 2020 | $320,000 | -0.9% | 2,610 | -2.7% | 0.11% | -3.6% |
| Q2 2020 | $323,000 | +39.8% | 2,683 | +15.8% | 0.11% | +13.1% |
| Q1 2020 | $231,000 | -18.9% | 2,316 | +30.6% | 0.10% | -61.2% |
| Q4 2019 | $285,000 | +11.3% | 1,773 | +3.9% | 0.26% | +4.5% |
| Q3 2019 | $256,000 | – | 1,707 | – | 0.24% | – |
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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% |