ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $525,507 | -4.8% | 5,890 | +1.4% | 0.06% | -6.2% |
| Q2 2023 | $552,189 | -15.4% | 5,807 | -16.8% | 0.06% | -23.5% |
| Q1 2023 | $652,904 | +3.3% | 6,976 | +0.8% | 0.08% | -8.6% |
| Q4 2022 | $632,099 | +11.7% | 6,923 | +0.9% | 0.09% | +1.1% |
| Q3 2022 | $566,000 | -29.2% | 6,859 | -23.6% | 0.09% | -29.8% |
| Q2 2022 | $800,000 | +21.6% | 8,982 | +39.7% | 0.13% | +31.0% |
| Q1 2022 | $658,000 | +2.3% | 6,428 | +4.4% | 0.10% | +3.1% |
| Q4 2021 | $643,000 | +6.1% | 6,157 | +2.4% | 0.10% | -3.0% |
| Q3 2021 | $606,000 | +21.0% | 6,015 | +26.6% | 0.10% | +14.9% |
| Q2 2021 | $501,000 | +172.3% | 4,750 | +160.7% | 0.09% | +141.7% |
| Q1 2021 | $184,000 | +30.5% | 1,822 | +4.8% | 0.04% | +20.0% |
| Q4 2020 | $141,000 | +22.6% | 1,739 | +84.6% | 0.03% | +7.1% |
| Q3 2020 | $115,000 | +42.0% | 942 | +40.0% | 0.03% | +12.0% |
| Q2 2020 | $81,000 | +1925.0% | 673 | +2592.0% | 0.02% | +733.3% |
| Q4 2017 | $4,000 | – | 25 | – | 0.00% | – |
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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% |