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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5,051,439 | +3.2% | 53,122 | +1.6% | 0.63% | -10.3% |
| Q1 2023 | $4,895,257 | +12.1% | 52,305 | +9.4% | 0.70% | +0.9% |
| Q4 2022 | $4,365,087 | -11.3% | 47,805 | -19.9% | 0.69% | -22.5% |
| Q3 2022 | $4,922,000 | -5.0% | 59,701 | +2.6% | 0.90% | +3.9% |
| Q2 2022 | $5,181,000 | -29.5% | 58,194 | -20.3% | 0.86% | -19.6% |
| Q3 2021 | $7,352,000 | -30.8% | 73,038 | -27.6% | 1.07% | -39.1% |
| Q2 2021 | $10,631,000 | 0.0% | 100,842 | -4.4% | 1.76% | -9.5% |
| Q1 2021 | $10,631,000 | +4914.6% | 105,537 | +7520.0% | 1.94% | +2459.2% |
| Q4 2017 | $212,000 | +1077.8% | 1,385 | +910.9% | 0.08% | +744.4% |
| Q1 2017 | $18,000 | – | 137 | – | 0.01% | – |
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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% |