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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $201,248 | -11.7% | 2,204 | -0.9% | 0.18% | +23.9% |
| Q1 2022 | $228,000 | -1.7% | 2,224 | 0.0% | 0.14% | +14.5% |
| Q4 2021 | $232,000 | -0.4% | 2,224 | -3.9% | 0.12% | -5.3% |
| Q3 2021 | $233,000 | -4.5% | 2,314 | 0.0% | 0.13% | -2.2% |
| Q2 2021 | $244,000 | +3.8% | 2,314 | -0.6% | 0.13% | -11.3% |
| Q1 2021 | $235,000 | +8.8% | 2,328 | -12.2% | 0.15% | +9.4% |
| Q4 2020 | $216,000 | – | 2,652 | – | 0.14% | – |
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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% |