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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,253,968 | +7.8% | 103,721 | +14.9% | 1.65% | +6.0% |
| Q2 2023 | $8,580,711 | +11.6% | 90,238 | +9.9% | 1.55% | +5.3% |
| Q1 2023 | $7,685,946 | +8.5% | 82,124 | +5.8% | 1.48% | +1.0% |
| Q4 2022 | $7,085,157 | +26.1% | 77,595 | +13.9% | 1.46% | +10.9% |
| Q3 2022 | $5,618,000 | +9.0% | 68,141 | +17.8% | 1.32% | +9.5% |
| Q2 2022 | $5,152,000 | -2.0% | 57,867 | +12.7% | 1.20% | +7.9% |
| Q1 2022 | $5,257,000 | +15.2% | 51,340 | +17.5% | 1.11% | +16.2% |
| Q4 2021 | $4,564,000 | +42.5% | 43,680 | +37.3% | 0.96% | +22.3% |
| Q3 2021 | $3,202,000 | +26.7% | 31,811 | +32.7% | 0.78% | +19.7% |
| Q2 2021 | $2,528,000 | +31.3% | 23,980 | +25.4% | 0.66% | +15.3% |
| Q1 2021 | $1,926,000 | +74.1% | 19,120 | +40.6% | 0.57% | +53.1% |
| Q4 2020 | $1,106,000 | +318.9% | 13,601 | +529.7% | 0.37% | +294.7% |
| Q3 2020 | $264,000 | – | 2,160 | – | 0.09% | – |
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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% |