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 | $1,883,932 | -7.8% | 21,116 | -1.7% | 0.24% | +2.1% |
| Q2 2023 | $2,042,744 | +70.4% | 21,482 | +67.7% | 0.24% | +54.9% |
| Q1 2023 | $1,198,945 | -1.0% | 12,811 | -3.4% | 0.15% | -3.8% |
| Q4 2022 | $1,211,396 | -42.2% | 13,267 | -47.8% | 0.16% | -49.7% |
| Q3 2022 | $2,097,000 | -7.6% | 25,437 | -0.2% | 0.32% | -4.2% |
| Q2 2022 | $2,269,000 | +13.3% | 25,486 | +30.3% | 0.33% | +18.7% |
| Q1 2022 | $2,002,000 | -5.0% | 19,556 | -3.0% | 0.28% | -6.4% |
| Q4 2021 | $2,107,000 | +14.8% | 20,167 | +10.6% | 0.30% | +4.6% |
| Q3 2021 | $1,835,000 | -3.7% | 18,227 | +0.9% | 0.28% | -6.0% |
| Q2 2021 | $1,905,000 | +39.6% | 18,070 | +33.3% | 0.30% | +21.3% |
| Q1 2021 | $1,365,000 | +57.1% | 13,551 | +26.8% | 0.25% | +54.7% |
| Q4 2020 | $869,000 | +29.7% | 10,685 | +95.3% | 0.16% | +2.5% |
| Q3 2020 | $670,000 | +3.2% | 5,471 | +1.4% | 0.16% | -6.5% |
| Q2 2020 | $649,000 | +36.9% | 5,394 | +13.7% | 0.17% | +14.3% |
| Q1 2020 | $474,000 | -42.2% | 4,742 | -7.0% | 0.15% | -7.0% |
| Q4 2019 | $820,000 | – | 5,101 | – | 0.16% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |