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 | $1,356,524 | -4.3% | 15,204 | +2.0% | 0.73% | -2.7% |
| Q2 2023 | $1,417,626 | +46.8% | 14,908 | +44.5% | 0.75% | +28.7% |
| Q1 2023 | $965,660 | +23.0% | 10,318 | +20.0% | 0.58% | +60.5% |
| Q4 2022 | $784,891 | +1.9% | 8,596 | -7.9% | 0.36% | -35.0% |
| Q3 2022 | $770,000 | -3.6% | 9,337 | +4.1% | 0.56% | +2.0% |
| Q2 2022 | $799,000 | -9.4% | 8,970 | +4.1% | 0.55% | +6.6% |
| Q1 2022 | $882,000 | -3.4% | 8,617 | -1.4% | 0.51% | +0.6% |
| Q4 2021 | $913,000 | +4.1% | 8,739 | +0.4% | 0.51% | -5.0% |
| Q3 2021 | $877,000 | +3.2% | 8,708 | +8.0% | 0.54% | +2.1% |
| Q2 2021 | $850,000 | +3.2% | 8,066 | -1.4% | 0.52% | -0.2% |
| Q1 2021 | $824,000 | +63.8% | 8,180 | +32.3% | 0.53% | +46.9% |
| Q4 2020 | $503,000 | +43.3% | 6,181 | +115.8% | 0.36% | +30.2% |
| Q3 2020 | $351,000 | +2.6% | 2,864 | +0.9% | 0.28% | 0.0% |
| Q2 2020 | $342,000 | +6.2% | 2,838 | -12.0% | 0.28% | -7.4% |
| Q1 2020 | $322,000 | -36.6% | 3,226 | +2.2% | 0.30% | -23.8% |
| Q4 2019 | $508,000 | – | 3,157 | – | 0.39% | – |
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% |