ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $140,877 | -17.7% | 1,579 | -12.3% | 0.11% | -15.2% |
| Q2 2023 | $171,252 | -4.0% | 1,801 | -5.6% | 0.13% | -2.2% |
| Q1 2023 | $178,458 | +2.9% | 1,907 | +0.4% | 0.14% | -2.9% |
| Q4 2022 | $173,481 | +20.5% | 1,900 | +8.8% | 0.14% | +16.8% |
| Q3 2022 | $144,000 | -6.5% | 1,746 | +0.6% | 0.12% | -23.2% |
| Q2 2022 | $154,000 | -9.4% | 1,735 | +4.3% | 0.16% | +1.3% |
| Q1 2022 | $170,000 | -99.9% | 1,663 | -0.2% | 0.15% | -7.8% |
| Q4 2021 | $174,124,000 | – | 1,666 | – | 0.17% | – |
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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% |