ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $363,000 | -7.6% | 4,404 | -0.2% | 0.04% | -10.3% |
| Q2 2022 | $393,000 | -44.6% | 4,411 | -37.4% | 0.04% | -33.9% |
| Q3 2021 | $709,000 | -31.8% | 7,043 | -28.6% | 0.06% | -33.0% |
| Q2 2021 | $1,040,000 | +10.2% | 9,867 | +5.3% | 0.09% | -5.4% |
| Q1 2021 | $944,000 | -56.6% | 9,371 | -64.9% | 0.09% | -59.4% |
| Q4 2020 | $2,174,000 | +131.5% | 26,734 | +327.7% | 0.23% | +55.8% |
| Q3 2019 | $939,000 | -2.7% | 6,250 | +104066.7% | 0.15% | -15.5% |
| Q3 2018 | $965,000 | +1456.5% | 6 | -98.4% | 0.17% | +1833.3% |
| Q2 2018 | $62,000 | -78.7% | 377 | -80.5% | 0.01% | -86.8% |
| Q1 2018 | $291,000 | -66.7% | 1,930 | -66.1% | 0.07% | -69.9% |
| Q4 2017 | $874,000 | – | 5,688 | – | 0.23% | – |
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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% |