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 | $226,948 | -5.9% | 2,537 | 0.0% | 0.19% | -5.0% |
| Q2 2023 | $241,222 | -34.1% | 2,537 | -36.0% | 0.20% | -39.9% |
| Q1 2023 | $366,064 | +0.8% | 3,967 | 0.0% | 0.33% | -27.3% |
| Q4 2022 | $363,147 | -7.1% | 3,967 | -15.9% | 0.46% | +4.6% |
| Q3 2022 | $391,000 | -18.4% | 4,717 | -11.8% | 0.44% | -33.2% |
| Q2 2022 | $479,000 | -3.2% | 5,351 | +11.3% | 0.65% | +89.2% |
| Q1 2022 | $495,000 | -19.6% | 4,809 | -18.3% | 0.34% | -9.5% |
| Q4 2021 | $616,000 | -41.3% | 5,889 | -43.1% | 0.38% | -38.1% |
| Q3 2021 | $1,050,000 | -10.8% | 10,354 | -7.6% | 0.61% | -7.1% |
| Q2 2021 | $1,177,000 | -0.4% | 11,209 | -4.4% | 0.66% | -12.2% |
| Q1 2021 | $1,182,000 | +213.5% | 11,721 | +152.7% | 0.75% | +195.3% |
| Q4 2020 | $377,000 | – | 4,639 | – | 0.26% | – |
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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% |