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 | $365,980 | -12.1% | 4,102 | -6.4% | 0.13% | -12.5% |
| Q2 2023 | $416,589 | -0.7% | 4,381 | -2.3% | 0.15% | -6.2% |
| Q1 2023 | $419,658 | +2.0% | 4,484 | -0.5% | 0.16% | -3.6% |
| Q4 2022 | $411,625 | +10.7% | 4,508 | 0.0% | 0.17% | -8.7% |
| Q3 2022 | $372,000 | -7.2% | 4,508 | 0.0% | 0.18% | -3.2% |
| Q2 2022 | $401,000 | -16.6% | 4,508 | -4.0% | 0.19% | -14.8% |
| Q1 2022 | $481,000 | -2.2% | 4,694 | -0.2% | 0.22% | -7.5% |
| Q4 2021 | $492,000 | +1.0% | 4,705 | -2.7% | 0.24% | -22.8% |
| Q3 2021 | $487,000 | -4.5% | 4,834 | 0.0% | 0.31% | -9.8% |
| Q2 2021 | $510,000 | -1.0% | 4,834 | -5.5% | 0.35% | -13.5% |
| Q1 2021 | $515,000 | +12.7% | 5,116 | -8.9% | 0.40% | +1.3% |
| Q4 2020 | $457,000 | – | 5,615 | – | 0.40% | – |
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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% |