ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,550,290 | -5.4% | 62,209 | +0.8% | 0.65% | -4.0% |
| Q2 2023 | $5,868,482 | +1.3% | 61,715 | -0.3% | 0.68% | -6.1% |
| Q1 2023 | $5,793,207 | +3.9% | 61,900 | +1.4% | 0.72% | +0.7% |
| Q4 2022 | $5,574,460 | +6.5% | 61,050 | -3.8% | 0.72% | -4.0% |
| Q3 2022 | $5,235,000 | -8.5% | 63,494 | -1.2% | 0.75% | -4.2% |
| Q2 2022 | $5,719,000 | -12.6% | 64,234 | +0.5% | 0.78% | -10.1% |
| Q1 2022 | $6,543,000 | -7.9% | 63,906 | -6.0% | 0.87% | -1.8% |
| Q4 2021 | $7,106,000 | +4.2% | 68,006 | +0.4% | 0.88% | -6.6% |
| Q3 2021 | $6,819,000 | -6.2% | 67,735 | -1.7% | 0.95% | -8.0% |
| Q2 2021 | $7,266,000 | +6.0% | 68,916 | +1.3% | 1.03% | -3.6% |
| Q1 2021 | $6,856,000 | +25.1% | 68,053 | +0.9% | 1.07% | -1.4% |
| Q4 2020 | $5,482,000 | +40.6% | 67,427 | +111.6% | 1.08% | +22.3% |
| Q3 2020 | $3,900,000 | -9.2% | 31,860 | -10.7% | 0.88% | -18.4% |
| Q2 2020 | $4,295,000 | +5.2% | 35,686 | -12.6% | 1.08% | -0.5% |
| Q1 2020 | $4,081,000 | +15.1% | 40,839 | +85.2% | 1.09% | +38.2% |
| Q4 2019 | $3,545,000 | – | 22,046 | – | 0.79% | – |
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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% |