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 | $3,339,313 | -13.4% | 37,428 | -7.7% | 0.83% | -8.1% |
| Q2 2023 | $3,856,531 | -20.5% | 40,557 | -21.8% | 0.90% | -24.5% |
| Q1 2023 | $4,852,912 | +1.6% | 51,853 | -0.9% | 1.20% | -7.0% |
| Q4 2022 | $4,778,135 | +10.6% | 52,329 | -0.2% | 1.29% | -1.2% |
| Q3 2022 | $4,321,000 | +0.1% | 52,411 | +8.1% | 1.30% | +2.3% |
| Q2 2022 | $4,315,000 | -11.5% | 48,473 | +1.8% | 1.27% | +7.0% |
| Q1 2022 | $4,877,000 | -1.0% | 47,633 | +1.1% | 1.19% | -0.3% |
| Q4 2021 | $4,927,000 | +6.3% | 47,126 | +2.3% | 1.19% | +0.4% |
| Q3 2021 | $4,636,000 | -3.4% | 46,055 | +1.2% | 1.19% | -3.6% |
| Q2 2021 | $4,800,000 | +1.1% | 45,530 | -3.4% | 1.23% | -7.2% |
| Q1 2021 | $4,750,000 | -6.9% | 47,152 | -13.9% | 1.33% | -4.3% |
| Q4 2020 | $5,103,000 | – | 54,741 | – | 1.39% | – |
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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% |