ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,245,812 | +110.0% | 13,882 | +122.5% | 0.14% | +113.8% |
| Q2 2023 | $593,171 | -3.0% | 6,238 | -4.5% | 0.06% | -7.1% |
| Q1 2023 | $611,517 | -10.0% | 6,534 | -12.2% | 0.07% | -21.3% |
| Q4 2022 | $679,164 | -29.9% | 7,438 | -36.7% | 0.09% | -36.4% |
| Q3 2022 | $969,000 | -10.2% | 11,747 | -3.1% | 0.14% | -5.4% |
| Q2 2022 | $1,079,000 | -58.6% | 12,120 | -51.4% | 0.15% | -47.7% |
| Q4 2021 | $2,608,000 | +43.7% | 24,962 | +38.4% | 0.28% | +13.7% |
| Q3 2021 | $1,815,000 | +611.8% | 18,030 | +949.5% | 0.25% | +260.9% |
| Q2 2019 | $255,000 | -88.8% | 1,718 | -87.4% | 0.07% | -91.2% |
| Q3 2018 | $2,274,000 | +5.1% | 13,624 | -3.3% | 0.79% | -4.0% |
| Q4 2017 | $2,163,000 | +4.3% | 14,088 | +0.8% | 0.82% | +1.7% |
| Q3 2017 | $2,073,000 | +11.4% | 13,979 | +5.0% | 0.80% | +10.7% |
| Q2 2017 | $1,861,000 | -17.9% | 13,317 | -18.6% | 0.73% | -21.7% |
| Q1 2017 | $2,268,000 | +184.2% | 16,361 | +186.7% | 0.93% | +124.4% |
| Q4 2016 | $798,000 | – | 5,706 | – | 0.41% | – |
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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% |