ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $352,062 | -6.2% | 3,946 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $375,225 | -22.4% | 3,946 | -23.7% | 0.01% | -29.4% |
| Q1 2023 | $483,767 | +15.9% | 5,169 | +13.1% | 0.02% | +6.2% |
| Q4 2022 | $417,469 | +9.0% | 4,572 | -1.5% | 0.02% | 0.0% |
| Q3 2022 | $383,000 | -7.5% | 4,642 | -0.3% | 0.02% | -5.9% |
| Q2 2022 | $414,000 | -9.0% | 4,655 | -0.5% | 0.02% | -5.6% |
| Q1 2022 | $455,000 | -7.0% | 4,677 | 0.0% | 0.02% | +5.9% |
| Q4 2021 | $489,000 | +3.8% | 4,677 | 0.0% | 0.02% | -5.6% |
| Q3 2021 | $471,000 | -4.5% | 4,677 | 0.0% | 0.02% | -5.3% |
| Q2 2021 | $493,000 | +4.7% | 4,677 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $471,000 | +25.6% | 4,677 | +1.4% | 0.02% | +11.1% |
| Q4 2020 | $375,000 | +158.6% | 4,611 | +430.6% | 0.02% | +100.0% |
| Q3 2018 | $145,000 | – | 869 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,206,522 | $126,070,000 | 15.26% |
| RGT Wealth Advisors, LLC | 872,930 | $91,212,000 | 13.92% |
| Palisades Hudson Asset Management, L.P. | 306,344 | $32,010,000 | 13.66% |
| Kaydan Wealth Management, Inc. | 205,215 | $21,442,952 | 8.12% |
| Probity Advisors, Inc. | 279,882 | $29,245,000 | 5.78% |
| Forbes Financial Planning, Inc. | 54,532 | $5,700,000 | 5.62% |
| Sterling Financial Planning, Inc. | 83,623 | $8,738,000 | 5.46% |
| Stone Asset Management Inc. | 78,769 | $8,231,000 | 4.85% |
| ETFIDEA, LLC | 113,210 | $11,829,313 | 4.75% |
| SOUNDMARK WEALTH MANAGEMENT, LLC | 56,659 | $5,920,000 | 4.05% |