ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $406,308 | -8.4% | 4,554 | -2.4% | 0.28% | +0.7% |
| Q2 2023 | $443,595 | +1.6% | 4,665 | 0.0% | 0.27% | -3.9% |
| Q1 2023 | $436,597 | -12.1% | 4,665 | -14.2% | 0.28% | -16.7% |
| Q4 2022 | $496,635 | -0.9% | 5,439 | +5.4% | 0.34% | +3.3% |
| Q3 2022 | $501,000 | -9.7% | 5,158 | -17.2% | 0.33% | -12.0% |
| Q2 2022 | $555,000 | +31.2% | 6,230 | +50.8% | 0.38% | +44.6% |
| Q1 2022 | $423,000 | +4.4% | 4,132 | +6.6% | 0.26% | +7.0% |
| Q4 2021 | $405,000 | – | 3,876 | – | 0.24% | – |
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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% |