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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $337,760 | +14.7% | 3,277 | -0.7% | 0.08% | +7.7% |
| Q3 2023 | $294,515 | -28.4% | 3,301 | -23.6% | 0.08% | -33.9% |
| Q2 2023 | $411,074 | -9.4% | 4,323 | -10.8% | 0.12% | -20.3% |
| Q1 2023 | $453,724 | -7.1% | 4,848 | -9.4% | 0.15% | -3.9% |
| Q4 2022 | $488,417 | +28.2% | 5,349 | +15.7% | 0.15% | -3.1% |
| Q3 2022 | $381,000 | -26.3% | 4,622 | -20.4% | 0.16% | -30.0% |
| Q2 2022 | $517,000 | +9.5% | 5,810 | +25.9% | 0.23% | +31.2% |
| Q1 2022 | $472,000 | – | 4,615 | – | 0.17% | – |
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% |