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 | $7,619,822 | -7.7% | 85,405 | -1.6% | 1.16% | -3.0% |
| Q2 2023 | $8,253,229 | +13.7% | 86,794 | +11.9% | 1.20% | +7.0% |
| Q1 2023 | $7,256,508 | +1.5% | 77,535 | -0.9% | 1.12% | -3.7% |
| Q4 2022 | $7,146,568 | +15.3% | 78,267 | +4.2% | 1.16% | +2.1% |
| Q3 2022 | $6,196,000 | -17.9% | 75,146 | -11.3% | 1.14% | -1.4% |
| Q2 2022 | $7,543,000 | -15.3% | 84,726 | -2.5% | 1.16% | -3.7% |
| Q1 2022 | $8,901,000 | -1.4% | 86,929 | +0.6% | 1.20% | +1.6% |
| Q4 2021 | $9,030,000 | – | 86,422 | – | 1.18% | – |
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% |