ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $351,669 | -95.2% | 3,942 | -94.9% | 0.03% | -96.1% |
| Q2 2023 | $7,373,408 | +6.4% | 77,541 | +4.7% | 0.86% | +3.8% |
| Q1 2023 | $6,933,145 | +8.8% | 74,080 | +6.1% | 0.83% | -2.2% |
| Q4 2022 | $6,374,195 | +49.5% | 69,808 | +35.0% | 0.84% | +30.8% |
| Q3 2022 | $4,265,000 | +39.5% | 51,726 | +50.6% | 0.65% | +42.0% |
| Q2 2022 | $3,057,000 | +59.1% | 34,338 | +83.1% | 0.46% | +80.6% |
| Q1 2022 | $1,921,000 | +146.6% | 18,757 | +151.6% | 0.25% | +144.7% |
| Q4 2021 | $779,000 | +54.6% | 7,455 | +48.9% | 0.10% | +41.1% |
| Q3 2021 | $504,000 | +32.3% | 5,006 | +38.2% | 0.07% | +58.7% |
| Q2 2021 | $381,000 | +376.2% | 3,623 | +355.2% | 0.05% | +253.8% |
| Q1 2021 | $80,000 | +515.4% | 796 | +365.5% | 0.01% | +333.3% |
| Q4 2020 | $13,000 | – | 171 | – | 0.00% | – |
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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% |