ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $389,147 | +2.5% | 4,158 | 0.0% | 0.26% | -3.0% |
| Q4 2022 | $379,667 | +10.7% | 4,158 | 0.0% | 0.27% | +11.2% |
| Q3 2022 | $343,000 | -7.3% | 4,158 | 0.0% | 0.24% | -1.2% |
| Q2 2022 | $370,000 | -13.1% | 4,158 | 0.0% | 0.24% | +4.7% |
| Q1 2022 | $426,000 | +0.9% | 4,158 | +3.0% | 0.23% | +3.6% |
| Q4 2021 | $422,000 | +5.5% | 4,038 | +1.5% | 0.22% | -2.2% |
| Q3 2021 | $400,000 | +67.4% | 3,978 | +104.1% | 0.23% | +15.0% |
| Q3 2020 | $239,000 | +3.9% | 1,949 | +1.8% | 0.20% | -3.4% |
| Q2 2020 | $230,000 | -16.4% | 1,914 | +12.0% | 0.21% | -14.5% |
| Q4 2019 | $275,000 | +6.6% | 1,709 | -0.5% | 0.24% | -0.4% |
| Q3 2019 | $258,000 | +12.2% | 1,717 | +11.0% | 0.24% | +10.5% |
| Q2 2019 | $230,000 | -8.7% | 1,547 | -5.7% | 0.22% | +59.4% |
| Q4 2017 | $252,000 | – | 1,640 | – | 0.14% | – |
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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% |