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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $61,363 | -34.0% | 655 | -35.7% | 0.02% | -37.0% |
| Q4 2022 | $92,966 | +89.7% | 1,018 | +68.3% | 0.03% | +68.8% |
| Q3 2022 | $49,000 | -23.4% | 605 | -16.1% | 0.02% | -23.8% |
| Q2 2022 | $64,000 | -12.3% | 721 | +1.1% | 0.02% | -4.5% |
| Q1 2022 | $73,000 | +5.8% | 713 | +6.6% | 0.02% | +4.8% |
| Q4 2021 | $69,000 | +1.5% | 669 | 0.0% | 0.02% | -8.7% |
| Q3 2021 | $68,000 | -8.1% | 669 | -5.1% | 0.02% | -11.5% |
| Q2 2021 | $74,000 | +17.5% | 705 | +12.6% | 0.03% | +4.0% |
| Q1 2021 | $63,000 | +57.5% | 626 | +25.5% | 0.02% | +38.9% |
| Q4 2020 | $40,000 | – | 499 | – | 0.02% | – |
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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% |