ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $190,180 | -91.1% | 2,000 | -91.3% | 0.10% | -88.7% |
| Q1 2023 | $2,139,666 | +2.6% | 22,862 | +0.1% | 0.90% | -11.7% |
| Q4 2022 | $2,086,012 | +10.8% | 22,845 | +0.1% | 1.02% | +17.9% |
| Q3 2022 | $1,883,000 | -7.2% | 22,833 | +0.1% | 0.86% | -5.7% |
| Q2 2022 | $2,030,000 | -56.5% | 22,805 | -50.0% | 0.92% | -5.0% |
| Q1 2022 | $4,668,000 | +96.1% | 45,580 | +100.1% | 0.96% | -8.1% |
| Q4 2021 | $2,380,000 | +3.8% | 22,778 | 0.0% | 1.05% | -5.7% |
| Q3 2021 | $2,293,000 | -4.5% | 22,778 | 0.0% | 1.11% | -9.7% |
| Q2 2021 | $2,401,000 | -4.1% | 22,778 | -8.3% | 1.23% | -16.3% |
| Q1 2021 | $2,504,000 | +10.1% | 24,853 | -11.2% | 1.47% | -3.1% |
| Q4 2020 | $2,275,000 | +32.8% | 27,982 | +100.0% | 1.52% | +20.3% |
| Q3 2020 | $1,713,000 | -0.2% | 13,991 | -1.9% | 1.26% | -5.4% |
| Q2 2020 | $1,716,000 | +10.2% | 14,259 | -8.5% | 1.34% | -9.9% |
| Q1 2020 | $1,557,000 | -38.1% | 15,577 | -0.4% | 1.48% | -30.2% |
| Q4 2019 | $2,515,000 | – | 15,642 | – | 2.12% | – |
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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% |