ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $499,005 | -8.3% | 5,593 | -2.3% | 0.01% | -14.3% |
| Q2 2023 | $544,198 | +1.6% | 5,723 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $535,613 | -3.7% | 5,723 | -6.1% | 0.01% | -12.5% |
| Q4 2022 | $556,258 | +9.3% | 6,092 | -1.3% | 0.01% | 0.0% |
| Q3 2022 | $509,000 | -10.7% | 6,172 | -3.6% | 0.01% | 0.0% |
| Q2 2022 | $570,000 | -14.2% | 6,402 | -1.2% | 0.01% | 0.0% |
| Q1 2022 | $664,000 | -2.8% | 6,482 | -0.8% | 0.01% | 0.0% |
| Q4 2021 | $683,000 | +4.3% | 6,534 | +0.5% | 0.01% | -11.1% |
| Q3 2021 | $655,000 | -11.5% | 6,504 | -7.4% | 0.01% | -10.0% |
| Q2 2021 | $740,000 | +4.8% | 7,020 | +0.2% | 0.01% | -9.1% |
| Q1 2021 | $706,000 | +69.7% | 7,009 | +37.0% | 0.01% | +57.1% |
| Q4 2020 | $416,000 | +40.1% | 5,116 | +110.7% | 0.01% | +16.7% |
| Q3 2020 | $297,000 | +1.7% | 2,428 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $292,000 | +17.7% | 2,428 | -2.2% | 0.01% | +20.0% |
| Q1 2020 | $248,000 | -40.8% | 2,483 | -4.8% | 0.01% | -37.5% |
| Q4 2019 | $419,000 | +6.9% | 2,607 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $392,000 | +1.3% | 2,607 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $387,000 | +3.5% | 2,607 | +2.7% | 0.01% | 0.0% |
| Q1 2019 | $374,000 | +12.0% | 2,539 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $334,000 | -21.0% | 2,539 | 0.0% | 0.01% | -11.1% |
| Q3 2018 | $423,000 | +2.2% | 2,539 | 0.0% | 0.01% | -10.0% |
| Q2 2018 | $414,000 | +12.5% | 2,539 | +3.9% | 0.01% | +11.1% |
| Q1 2018 | $368,000 | -2.6% | 2,444 | -0.8% | 0.01% | 0.0% |
| Q4 2017 | $378,000 | +3.6% | 2,464 | 0.0% | 0.01% | -10.0% |
| Q3 2017 | $365,000 | +6.1% | 2,464 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $344,000 | +0.9% | 2,464 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $341,000 | -0.9% | 2,464 | 0.0% | 0.01% | -9.1% |
| Q4 2016 | $344,000 | +12.1% | 2,464 | 0.0% | 0.01% | +10.0% |
| Q3 2016 | $307,000 | +2.7% | 2,464 | -3.9% | 0.01% | 0.0% |
| Q2 2016 | $299,000 | -2.6% | 2,564 | -5.4% | 0.01% | -9.1% |
| Q1 2016 | $307,000 | -19.2% | 2,710 | -23.0% | 0.01% | -15.4% |
| Q4 2015 | $380,000 | -5.2% | 3,521 | -6.0% | 0.01% | 0.0% |
| Q3 2014 | $401,000 | +0.8% | 3,744 | +8.4% | 0.01% | -7.1% |
| Q2 2014 | $398,000 | +1.8% | 3,455 | 0.0% | 0.01% | 0.0% |
| Q1 2014 | $391,000 | -9.5% | 3,455 | -11.0% | 0.01% | -12.5% |
| Q4 2013 | $432,000 | +22.4% | 3,884 | +12.4% | 0.02% | +14.3% |
| Q3 2013 | $353,000 | +11.4% | 3,455 | +1.8% | 0.01% | +7.7% |
| Q2 2013 | $317,000 | – | 3,395 | – | 0.01% | – |
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% |