ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $362,806 | +10.3% | 3,973 | -0.5% | 0.16% | +1.2% |
| Q3 2022 | $329,000 | -7.3% | 3,993 | 0.0% | 0.16% | -5.3% |
| Q2 2022 | $355,000 | -12.8% | 3,993 | +0.5% | 0.17% | -35.5% |
| Q1 2022 | $407,000 | -1.9% | 3,972 | 0.0% | 0.26% | +12.8% |
| Q4 2021 | $415,000 | -36.8% | 3,972 | -39.1% | 0.24% | -42.8% |
| Q3 2021 | $657,000 | -4.1% | 6,522 | +0.3% | 0.41% | -4.4% |
| Q2 2021 | $685,000 | -10.9% | 6,500 | -14.9% | 0.43% | -16.3% |
| Q1 2021 | $769,000 | +24.2% | 7,634 | +0.2% | 0.51% | 0.0% |
| Q4 2020 | $619,000 | – | 7,616 | – | 0.51% | – |
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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% |