ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,302 | -7.6% | 2,581 | -1.5% | 0.14% | -9.0% |
| Q2 2023 | $249,258 | +1.6% | 2,621 | +0.0% | 0.16% | -11.4% |
| Q1 2023 | $245,248 | -1.2% | 2,620 | -3.7% | 0.18% | -13.8% |
| Q4 2022 | $248,340 | -0.7% | 2,720 | -10.3% | 0.20% | -6.0% |
| Q3 2022 | $250,000 | -6.0% | 3,033 | +1.5% | 0.22% | -5.7% |
| Q2 2022 | $266,000 | -3.6% | 2,989 | +0.0% | 0.23% | +5.0% |
| Q1 2022 | $276,000 | -11.3% | 2,988 | +0.4% | 0.22% | -0.9% |
| Q4 2021 | $311,000 | +3.7% | 2,977 | +0.1% | 0.22% | -3.9% |
| Q3 2021 | $300,000 | -4.5% | 2,975 | -0.1% | 0.23% | -3.8% |
| Q2 2021 | $314,000 | +4.0% | 2,979 | -0.7% | 0.24% | -8.8% |
| Q1 2021 | $302,000 | +20.3% | 3,000 | -2.8% | 0.26% | +7.0% |
| Q4 2020 | $251,000 | – | 3,087 | – | 0.24% | – |
Download | ||||||
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% |