ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $284,712 | -13.8% | 3,191 | -8.2% | 0.11% | -12.2% |
| Q2 2023 | $330,479 | -28.3% | 3,475 | -29.4% | 0.12% | -34.9% |
| Q1 2023 | $460,909 | -1.2% | 4,925 | -3.6% | 0.19% | -7.4% |
| Q4 2022 | $466,615 | +15.5% | 5,110 | +4.3% | 0.20% | +6.8% |
| Q3 2022 | $404,000 | -45.1% | 4,901 | -40.7% | 0.19% | -41.9% |
| Q2 2022 | $736,000 | +103.3% | 8,264 | +134.0% | 0.33% | +128.5% |
| Q1 2022 | $362,000 | -1.4% | 3,532 | +0.5% | 0.14% | -3.4% |
| Q4 2021 | $367,000 | – | 3,514 | – | 0.15% | – |
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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% |