ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $220,260 | -6.2% | 2,469 | 0.0% | 0.07% | -2.8% |
| Q2 2023 | $234,752 | -64.7% | 2,469 | -65.2% | 0.07% | -50.3% |
| Q1 2023 | $664,852 | +2.5% | 7,104 | 0.0% | 0.14% | -15.7% |
| Q4 2022 | $648,654 | +8.7% | 7,104 | -1.9% | 0.17% | -6.5% |
| Q3 2022 | $597,000 | -7.3% | 7,238 | 0.0% | 0.18% | -2.6% |
| Q2 2022 | $644,000 | -13.4% | 7,238 | -0.4% | 0.19% | -4.1% |
| Q1 2022 | $744,000 | -7.2% | 7,269 | -5.3% | 0.20% | -4.8% |
| Q4 2021 | $802,000 | – | 7,679 | – | 0.21% | – |
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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% |