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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $3,535,925 | +11.2% | 34,666 | -0.5% | 2.55% | +1.3% |
| Q4 2022 | $3,179,890 | +40.1% | 34,825 | +36.6% | 2.52% | +31.5% |
| Q2 2022 | $2,269,693 | -14.4% | 25,494 | -1.5% | 1.92% | +2.0% |
| Q1 2022 | $2,650,943 | +3.1% | 25,891 | +5.3% | 1.88% | +24.8% |
| Q4 2021 | $2,570,200 | -54.7% | 24,598 | -54.3% | 1.50% | -59.4% |
| Q2 2021 | $5,670,568 | -9.6% | 53,785 | -13.6% | 3.70% | -11.0% |
| Q1 2021 | $6,270,461 | +24.5% | 62,244 | +0.5% | 4.16% | +8.4% |
| Q4 2020 | $5,035,203 | – | 61,926 | – | 3.84% | – |
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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% |