ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,419 | -19.5% | 4,516 | -10.6% | 0.04% | -24.5% |
| Q2 2023 | $488,711 | +80.3% | 5,049 | +72.0% | 0.05% | +47.2% |
| Q1 2023 | $270,995 | +2.0% | 2,935 | +4.2% | 0.04% | -10.0% |
| Q4 2022 | $265,646 | +4.6% | 2,816 | -8.6% | 0.04% | -21.6% |
| Q3 2022 | $254,000 | -7.3% | 3,080 | 0.0% | 0.05% | -13.6% |
| Q2 2022 | $274,000 | -24.3% | 3,080 | -12.5% | 0.06% | -27.2% |
| Q1 2022 | $362,000 | +10.4% | 3,520 | +13.5% | 0.08% | -19.8% |
| Q4 2021 | $328,000 | – | 3,101 | – | 0.10% | – |
Download | ||||||
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% |