ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $430,665 | -8.0% | 4,827 | -2.0% | 0.24% | -11.1% |
| Q2 2023 | $468,128 | +2.6% | 4,923 | +1.0% | 0.27% | -2.5% |
| Q1 2023 | $456,064 | +1.5% | 4,873 | -1.0% | 0.28% | -5.5% |
| Q4 2022 | $449,519 | +11.0% | 4,923 | 0.0% | 0.29% | 0.0% |
| Q3 2022 | $405,000 | -7.3% | 4,923 | +0.2% | 0.29% | -1.7% |
| Q2 2022 | $437,000 | -12.9% | 4,913 | +0.2% | 0.30% | +4.9% |
| Q1 2022 | $502,000 | -4.2% | 4,903 | -2.4% | 0.28% | +11.4% |
| Q4 2021 | $524,000 | – | 5,022 | – | 0.26% | – |
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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% |