ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $701,623 | +32.4% | 7,060 | +18.9% | 0.04% | +5.4% |
| Q3 2023 | $529,967 | -5.7% | 5,940 | +0.5% | 0.04% | -7.5% |
| Q2 2023 | $561,982 | +4.1% | 5,910 | 0.0% | 0.04% | -18.4% |
| Q4 2022 | $539,642 | +10.8% | 5,910 | 0.0% | 0.05% | -14.0% |
| Q3 2022 | $487,000 | -11.6% | 5,910 | -4.5% | 0.06% | -13.6% |
| Q2 2022 | $551,000 | -8.9% | 6,188 | +4.7% | 0.07% | -22.4% |
| Q1 2022 | $605,000 | -2.1% | 5,910 | 0.0% | 0.08% | +7.6% |
| Q4 2021 | $618,000 | -48.7% | 5,910 | -50.0% | 0.08% | -20.2% |
| Q3 2021 | $1,205,000 | -3.3% | 11,820 | 0.0% | 0.10% | -17.5% |
| Q2 2021 | $1,246,000 | +109.4% | 11,820 | +100.0% | 0.12% | -36.2% |
| Q1 2021 | $595,000 | +22.4% | 5,910 | -1.1% | 0.19% | +9.9% |
| Q4 2020 | $486,000 | +32.1% | 5,977 | +98.7% | 0.17% | +15.5% |
| Q3 2020 | $368,000 | +0.3% | 3,008 | -1.4% | 0.15% | -13.5% |
| Q2 2020 | $367,000 | – | 3,051 | – | 0.17% | – |
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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% |