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 | $4,623,900 | -4.8% | 51,826 | +1.5% | 0.70% | -0.3% |
| Q2 2023 | $4,854,518 | +22.9% | 51,052 | +20.9% | 0.70% | +14.4% |
| Q1 2023 | $3,951,290 | +5.6% | 42,219 | +3.0% | 0.61% | -0.2% |
| Q4 2022 | $3,741,046 | +13.5% | 40,971 | +2.5% | 0.61% | +5.0% |
| Q3 2022 | $3,296,000 | -6.0% | 39,976 | +1.5% | 0.58% | -2.7% |
| Q2 2022 | $3,507,000 | -13.6% | 39,390 | -0.6% | 0.60% | -3.2% |
| Q1 2022 | $4,057,000 | -2.6% | 39,619 | -0.6% | 0.62% | -1.1% |
| Q4 2021 | $4,166,000 | +1.9% | 39,867 | -1.9% | 0.63% | -5.6% |
| Q3 2021 | $4,090,000 | -4.0% | 40,629 | +0.6% | 0.66% | -2.9% |
| Q2 2021 | $4,260,000 | +3.4% | 40,404 | -1.2% | 0.68% | -2.3% |
| Q1 2021 | $4,119,000 | -3.5% | 40,887 | -22.1% | 0.70% | -10.2% |
| Q4 2020 | $4,268,000 | – | 52,495 | – | 0.78% | – |
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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% |