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 | $223,827 | -6.2% | 2,509 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $238,553 | +1.6% | 2,509 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $234,790 | +4.5% | 2,509 | +2.0% | 0.02% | +4.2% |
| Q4 2022 | $224,714 | -22.5% | 2,461 | -30.1% | 0.02% | -25.0% |
| Q3 2022 | $290,000 | -10.8% | 3,522 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $325,000 | +28.5% | 3,522 | +42.7% | 0.03% | +33.3% |
| Q1 2022 | $253,000 | -5.6% | 2,468 | -2.0% | 0.02% | 0.0% |
| Q4 2021 | $268,000 | +28.8% | 2,518 | +25.9% | 0.02% | +33.3% |
| Q3 2021 | $208,000 | -29.5% | 2,000 | -28.6% | 0.02% | -40.0% |
| Q2 2021 | $295,000 | -14.0% | 2,800 | -41.7% | 0.03% | -23.1% |
| Q1 2021 | $343,000 | -6.5% | 4,800 | -62.5% | 0.04% | -20.4% |
| Q4 2020 | $367,000 | +2.2% | 12,800 | +222.0% | 0.05% | -19.7% |
| Q2 2020 | $359,000 | -5.0% | 3,975 | +5.1% | 0.06% | -41.3% |
| Q1 2020 | $378,000 | – | 3,783 | – | 0.10% | – |
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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% |