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 | $408,309 | -93.7% | 4,576 | -93.3% | 0.16% | -93.1% |
| Q2 2023 | $6,492,022 | +4.7% | 68,272 | +3.1% | 2.30% | -0.8% |
| Q1 2023 | $6,199,466 | +4.9% | 66,241 | +2.4% | 2.32% | +4.9% |
| Q4 2022 | $5,908,248 | +16.4% | 64,705 | +5.1% | 2.21% | +14.6% |
| Q3 2022 | $5,076,000 | -0.1% | 61,565 | +7.9% | 1.93% | -16.3% |
| Q2 2022 | $5,079,000 | +5.0% | 57,050 | +20.7% | 2.30% | +11.8% |
| Q1 2022 | $4,839,000 | +2249.0% | 47,261 | +3595.2% | 2.06% | +909.3% |
| Q4 2019 | $206,000 | – | 1,279 | – | 0.20% | – |
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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% |