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 | $5,222,889 | +3.6% | 58,540 | +10.4% | 2.90% | +3.2% |
| Q2 2023 | $5,040,750 | -0.2% | 53,011 | -1.8% | 2.81% | -7.0% |
| Q1 2023 | $5,050,916 | -0.8% | 53,970 | -3.3% | 3.02% | -8.1% |
| Q4 2022 | $5,093,924 | +9.9% | 55,787 | -0.7% | 3.29% | +1.2% |
| Q3 2022 | $4,633,000 | -8.3% | 56,190 | -1.0% | 3.25% | -9.8% |
| Q2 2022 | $5,051,000 | -13.0% | 56,731 | +0.0% | 3.60% | -11.5% |
| Q1 2022 | $5,807,000 | -1.9% | 56,720 | +0.1% | 4.07% | +0.5% |
| Q4 2021 | $5,920,000 | -31.9% | 56,659 | -34.4% | 4.05% | +29.1% |
| Q3 2021 | $8,694,000 | -4.6% | 86,366 | -0.8% | 3.14% | -16.4% |
| Q2 2021 | $9,117,000 | +3.9% | 87,058 | -0.1% | 3.75% | -22.1% |
| Q1 2021 | $8,778,000 | +21.4% | 87,117 | -2.1% | 4.82% | +4.3% |
| Q4 2020 | $7,232,000 | – | 88,945 | – | 4.62% | – |
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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% |