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 | $269,147 | -6.2% | 3,017 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $286,855 | +1.6% | 3,017 | 0.0% | 0.03% | -5.9% |
| Q1 2023 | $282,330 | +2.5% | 3,017 | 0.0% | 0.03% | -2.9% |
| Q4 2022 | $275,452 | +11.1% | 3,017 | +0.3% | 0.04% | +6.1% |
| Q3 2022 | $248,000 | -7.5% | 3,007 | 0.0% | 0.03% | -2.9% |
| Q2 2022 | $268,000 | -13.0% | 3,007 | 0.0% | 0.03% | -5.6% |
| Q1 2022 | $308,000 | -8.9% | 3,007 | -7.0% | 0.04% | -10.0% |
| Q4 2021 | $338,000 | +3.7% | 3,233 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $326,000 | +9.8% | 3,233 | +14.7% | 0.04% | +10.8% |
| Q2 2021 | $297,000 | +4.6% | 2,819 | 0.0% | 0.04% | -5.1% |
| Q1 2021 | $284,000 | +24.0% | 2,819 | 0.0% | 0.04% | +11.4% |
| Q4 2020 | $229,000 | +24.5% | 2,819 | +87.7% | 0.04% | +9.4% |
| Q3 2020 | $184,000 | +1.7% | 1,502 | 0.0% | 0.03% | -3.0% |
| Q2 2020 | $181,000 | +37.1% | 1,502 | +14.0% | 0.03% | +17.9% |
| Q1 2020 | $132,000 | -37.7% | 1,317 | 0.0% | 0.03% | -20.0% |
| Q4 2019 | $212,000 | +7.1% | 1,317 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $198,000 | +1.0% | 1,317 | 0.0% | 0.04% | +2.9% |
| Q2 2019 | $196,000 | -19.0% | 1,317 | -19.8% | 0.03% | -19.0% |
| Q1 2019 | $242,000 | +175.0% | 1,643 | +212.4% | 0.04% | +180.0% |
| Q3 2018 | $88,000 | +238.5% | 526 | +184.3% | 0.02% | +200.0% |
| Q2 2017 | $26,000 | 0.0% | 185 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $26,000 | -52.7% | 185 | -53.0% | 0.01% | -58.3% |
| Q4 2016 | $55,000 | +139.1% | 394 | +113.0% | 0.01% | +140.0% |
| Q3 2016 | $23,000 | +4.5% | 185 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $22,000 | +4.8% | 185 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $21,000 | +5.0% | 185 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $20,000 | +5.3% | 185 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $19,000 | 0.0% | 185 | +15.6% | 0.01% | +25.0% |
| Q2 2015 | $19,000 | 0.0% | 160 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $19,000 | 0.0% | 160 | 0.0% | 0.00% | -20.0% |
| Q4 2014 | $19,000 | +11.8% | 160 | 0.0% | 0.01% | +25.0% |
| Q3 2014 | $17,000 | -5.6% | 160 | 0.0% | 0.00% | 0.0% |
| Q2 2014 | $18,000 | 0.0% | 160 | 0.0% | 0.00% | -20.0% |
| Q4 2013 | $18,000 | +12.5% | 160 | 0.0% | 0.01% | -16.7% |
| Q3 2013 | $16,000 | +45.5% | 160 | +33.3% | 0.01% | +100.0% |
| Q2 2013 | $11,000 | – | 120 | – | 0.00% | – |
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% |