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 | $436,464 | -6.2% | 4,892 | 0.0% | 0.15% | -4.5% |
| Q2 2023 | $465,180 | +13.9% | 4,892 | +12.1% | 0.15% | +3.4% |
| Q1 2023 | $408,520 | +41.7% | 4,365 | +24.9% | 0.15% | +9.6% |
| Q4 2022 | $288,245 | +0.1% | 3,496 | 0.0% | 0.14% | +0.7% |
| Q3 2022 | $288,000 | -10.8% | 3,496 | -2.5% | 0.14% | -22.9% |
| Q2 2022 | $323,000 | -12.0% | 3,587 | 0.0% | 0.18% | -3.8% |
| Q1 2022 | $367,000 | -3.7% | 3,587 | -1.5% | 0.18% | -4.7% |
| Q4 2021 | $381,000 | +3.3% | 3,642 | -0.5% | 0.19% | -8.6% |
| Q3 2021 | $369,000 | 0.0% | 3,661 | 0.0% | 0.21% | +1.5% |
| Q2 2021 | $369,000 | -4.2% | 3,661 | -4.2% | 0.21% | -18.9% |
| Q1 2021 | $385,000 | +21.1% | 3,820 | -2.2% | 0.25% | +7.2% |
| Q4 2020 | $318,000 | +37.1% | 3,906 | +106.4% | 0.24% | -0.4% |
| Q3 2020 | $232,000 | +6.4% | 1,892 | +3.0% | 0.24% | -4.8% |
| Q2 2020 | $218,000 | -25.6% | 1,837 | -37.5% | 0.25% | -16.9% |
| Q1 2020 | $293,000 | -42.4% | 2,939 | -7.1% | 0.30% | -36.9% |
| Q4 2019 | $509,000 | – | 3,164 | – | 0.48% | – |
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% |