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% | – |
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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% |