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 | $1,888,430 | +92108.5% | 21,166 | -1.7% | 0.08% | -4.7% |
Q2 2023 | $2,048 | -6.9% | 21,543 | -8.4% | 0.09% | -9.5% |
Q1 2023 | $2,200 | +4.3% | 23,511 | +1.7% | 0.10% | +1.1% |
Q4 2022 | $2,110 | -99.8% | 23,110 | +65.5% | 0.09% | +20.5% |
Q3 2022 | $1,152,000 | -45.2% | 13,966 | -40.9% | 0.08% | -16.1% |
Q2 2022 | $2,102,000 | -12.8% | 23,614 | +0.2% | 0.09% | +2.2% |
Q1 2022 | $2,411,000 | +6.1% | 23,557 | +8.3% | 0.09% | +11.0% |
Q4 2021 | $2,273,000 | +5.3% | 21,755 | +1.5% | 0.08% | -1.2% |
Q3 2021 | $2,159,000 | +4.9% | 21,439 | +9.8% | 0.08% | +7.8% |
Q2 2021 | $2,058,000 | +9.5% | 19,520 | +4.7% | 0.08% | +4.1% |
Q1 2021 | $1,879,000 | +97.2% | 18,651 | +139.4% | 0.07% | +68.2% |
Q3 2020 | $953,000 | +23.9% | 7,791 | +22.1% | 0.04% | +15.8% |
Q2 2020 | $769,000 | +49.9% | 6,382 | +24.5% | 0.04% | +26.7% |
Q1 2020 | $513,000 | -37.7% | 5,127 | +0.3% | 0.03% | -21.1% |
Q4 2019 | $823,000 | +19.1% | 5,113 | +11.2% | 0.04% | +11.8% |
Q3 2019 | $691,000 | +1.5% | 4,600 | +0.3% | 0.03% | +3.0% |
Q2 2019 | $681,000 | +1.0% | 4,585 | +0.3% | 0.03% | -2.9% |
Q1 2019 | $674,000 | +12.1% | 4,571 | +0.3% | 0.03% | -5.6% |
Q4 2018 | $601,000 | -20.6% | 4,559 | +0.5% | 0.04% | -2.7% |
Q3 2018 | $757,000 | +2.4% | 4,536 | +0.3% | 0.04% | -2.6% |
Q2 2018 | $739,000 | +8.4% | 4,524 | +0.1% | 0.04% | +8.6% |
Q1 2018 | $682,000 | -1.3% | 4,518 | +0.3% | 0.04% | -25.5% |
Q4 2017 | $691,000 | +1.6% | 4,504 | -1.9% | 0.05% | +34.3% |
Q3 2017 | $680,000 | +8.5% | 4,590 | +2.3% | 0.04% | +2.9% |
Q2 2017 | $627,000 | 0.0% | 4,486 | -0.8% | 0.03% | -2.9% |
Q1 2017 | $627,000 | -1.4% | 4,522 | -0.5% | 0.04% | -2.8% |
Q4 2016 | $636,000 | +12.4% | 4,546 | +0.3% | 0.04% | +9.1% |
Q3 2016 | $566,000 | +7.6% | 4,532 | +0.7% | 0.03% | +6.5% |
Q2 2016 | $526,000 | +3.7% | 4,502 | +0.5% | 0.03% | +3.3% |
Q1 2016 | $507,000 | +5.2% | 4,481 | +0.4% | 0.03% | +7.1% |
Q4 2015 | $482,000 | +3.7% | 4,461 | +0.7% | 0.03% | 0.0% |
Q3 2015 | $465,000 | -10.4% | 4,432 | +0.5% | 0.03% | -3.4% |
Q2 2015 | $519,000 | +3.0% | 4,411 | +4.1% | 0.03% | +3.6% |
Q1 2015 | $504,000 | +1.8% | 4,236 | +0.9% | 0.03% | +3.7% |
Q4 2014 | $495,000 | +6.5% | 4,200 | -2.9% | 0.03% | +3.8% |
Q3 2014 | $465,000 | -6.2% | 4,327 | +0.7% | 0.03% | -7.1% |
Q2 2014 | $496,000 | +2.3% | 4,295 | +0.4% | 0.03% | 0.0% |
Q1 2014 | $485,000 | +2.3% | 4,280 | +0.4% | 0.03% | +3.7% |
Q4 2013 | $474,000 | +10.0% | 4,262 | +1.1% | 0.03% | 0.0% |
Q3 2013 | $431,000 | +10.2% | 4,215 | +0.7% | 0.03% | +3.8% |
Q2 2013 | $391,000 | – | 4,184 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Palisades Hudson Asset Management, L.P. | 303,077 | $27,674 | 15.26% |
Forbes Financial Planning, Inc. | 62,335 | $5,139,519 | 7.48% |
Probity Advisors, Inc. | 295,447 | $26,977,266 | 6.11% |
ETFIDEA, LLC | 127,349 | $11,628,248 | 5.38% |
Stone Asset Management Inc. | 90,104 | $8,227,366 | 5.11% |
Sterling Financial Planning, Inc. | 93,448 | $8,532,731 | 5.09% |
Pensionmark Financial Group, LLC | 241,730 | $22,072,381 | 5.06% |
PETRA FINANCIAL ADVISORS INC | 40,805 | $3,725,905 | 4.10% |
LTG Capital LLC | 39,657 | $3,621,079 | 3.90% |
Ellis Investment Partners, LLC | 135,624 | $12,383,790 | 3.37% |