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 | $20,610 | -25.0% | 231 | -20.1% | 0.01% | -18.2% |
| Q2 2023 | $27,481 | +232.6% | 289 | +221.1% | 0.01% | +175.0% |
| Q1 2023 | $8,262 | -60.8% | 90 | -61.0% | 0.00% | -60.0% |
| Q4 2022 | $21,093 | +11.0% | 231 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $19,000 | -29.6% | 231 | -25.0% | 0.01% | -28.6% |
| Q2 2022 | $27,000 | +12.5% | 308 | +33.3% | 0.01% | +27.3% |
| Q1 2022 | $24,000 | +9.1% | 231 | +7.4% | 0.01% | +22.2% |
| Q4 2021 | $22,000 | +46.7% | 215 | +40.5% | 0.01% | +28.6% |
| Q3 2021 | $15,000 | 0.0% | 153 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $15,000 | +114.3% | 153 | +118.6% | 0.01% | +133.3% |
| Q1 2021 | $7,000 | +16.7% | 70 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,000 | +20.0% | 70 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $5,000 | – | 35 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
| Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
| Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
| ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
| Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
| Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
| Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
| PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
| LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
| Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |