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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $981,914 | -5.9% | 11,006 | +0.3% | 0.35% | -5.1% |
| Q2 2023 | $1,043,379 | +1.3% | 10,973 | -0.3% | 0.37% | -2.6% |
| Q1 2023 | $1,029,854 | -7.3% | 11,004 | -9.6% | 0.38% | -14.9% |
| Q4 2022 | $1,111,364 | -6.9% | 12,171 | -16.0% | 0.45% | -13.5% |
| Q3 2022 | $1,194,000 | -8.3% | 14,481 | -1.0% | 0.52% | -6.8% |
| Q2 2022 | $1,302,000 | -14.2% | 14,628 | -1.3% | 0.56% | -40.3% |
| Q1 2022 | $1,517,000 | -5.0% | 14,820 | -3.0% | 0.93% | +38.4% |
| Q4 2021 | $1,597,000 | +1.3% | 15,286 | -2.3% | 0.68% | -10.1% |
| Q3 2021 | $1,576,000 | -1.9% | 15,652 | +2.7% | 0.75% | -14.2% |
| Q2 2021 | $1,607,000 | -2.5% | 15,241 | -6.8% | 0.88% | -34.9% |
| Q1 2021 | $1,648,000 | +13.6% | 16,361 | -8.3% | 1.34% | -19.4% |
| Q4 2020 | $1,451,000 | +31.3% | 17,844 | +97.7% | 1.67% | +2.6% |
| Q3 2020 | $1,105,000 | +9.6% | 9,027 | +7.8% | 1.62% | +7.2% |
| Q2 2020 | $1,008,000 | -3.3% | 8,372 | -19.7% | 1.52% | -7.6% |
| Q1 2020 | $1,042,000 | -36.3% | 10,431 | +2.5% | 1.64% | -15.9% |
| Q4 2019 | $1,637,000 | – | 10,181 | – | 1.95% | – |
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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% |