ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,299,891 | +1.5% | 81,819 | +8.1% | 0.07% | 0.0% |
| Q2 2023 | $7,195,460 | +1.1% | 75,670 | -0.5% | 0.07% | -6.5% |
| Q1 2023 | $7,120,137 | -45.4% | 76,078 | -46.7% | 0.08% | -33.6% |
| Q4 2022 | $13,031,215 | -99.9% | 142,714 | -38.0% | 0.12% | +13.7% |
| Q3 2022 | $9,494,485,000 | +70449.0% | 230,090 | +52.2% | 0.10% | -26.1% |
| Q2 2022 | $13,458,000 | +66.3% | 151,164 | +91.3% | 0.14% | +64.3% |
| Q1 2022 | $8,093,000 | -2.3% | 79,037 | -0.3% | 0.08% | 0.0% |
| Q4 2021 | $8,281,000 | +5.4% | 79,247 | +1.5% | 0.08% | +6.3% |
| Q3 2021 | $7,858,000 | -37.3% | 78,052 | -34.3% | 0.08% | -44.4% |
| Q2 2021 | $12,529,000 | +257.8% | 118,840 | +241.9% | 0.14% | +222.7% |
| Q1 2021 | $3,502,000 | +24.9% | 34,763 | +0.6% | 0.04% | +33.3% |
| Q4 2020 | $2,804,000 | -99.8% | 34,563 | +161.1% | 0.03% | +10.0% |
| Q3 2020 | $1,615,000,000 | – | 13,239 | – | 0.03% | – |
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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% |