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 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 ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |