ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $412,621 | -6.2% | 4,625 | 0.0% | 0.10% | -2.8% |
| Q2 2023 | $439,769 | +2.0% | 4,625 | +0.4% | 0.11% | -2.8% |
| Q1 2023 | $431,094 | +2.9% | 4,607 | +0.4% | 0.11% | -2.7% |
| Q4 2022 | $419,118 | +11.5% | 4,590 | +0.3% | 0.11% | +1.8% |
| Q3 2022 | $376,000 | -7.4% | 4,578 | +0.6% | 0.11% | -2.7% |
| Q2 2022 | $406,000 | -12.7% | 4,550 | +0.3% | 0.11% | -1.7% |
| Q1 2022 | $465,000 | -1.5% | 4,537 | +0.3% | 0.12% | +5.5% |
| Q4 2021 | $472,000 | +4.0% | 4,525 | +0.5% | 0.11% | -4.4% |
| Q3 2021 | $454,000 | -3.8% | 4,503 | +0.5% | 0.11% | -6.6% |
| Q2 2021 | $472,000 | +4.7% | 4,481 | +0.2% | 0.12% | -2.4% |
| Q1 2021 | $451,000 | +24.6% | 4,471 | +0.3% | 0.12% | +13.6% |
| Q4 2020 | $362,000 | +32.6% | 4,457 | +100.0% | 0.11% | +14.6% |
| Q3 2020 | $273,000 | +2.2% | 2,229 | +0.5% | 0.10% | -18.6% |
| Q2 2020 | $267,000 | +19.2% | 2,218 | -1.5% | 0.12% | +5.4% |
| Q1 2020 | $224,000 | -38.1% | 2,252 | 0.0% | 0.11% | -22.2% |
| Q4 2019 | $362,000 | – | 2,252 | – | 0.14% | – |
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% |