ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 461 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 4.00 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $216,138 | -6.1% | 2,097 | -18.7% | 0.02% | -15.0% |
| Q3 2023 | $230,098 | -6.2% | 2,579 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $245,237 | +22.2% | 2,579 | +20.2% | 0.02% | +17.6% |
| Q1 2023 | $200,751 | +2.5% | 2,145 | 0.0% | 0.02% | -5.6% |
| Q4 2022 | $195,860 | +10.7% | 2,145 | 0.0% | 0.02% | -25.0% |
| Q3 2022 | $177,000 | -7.3% | 2,145 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $191,000 | -13.2% | 2,145 | 0.0% | 0.02% | +8.7% |
| Q1 2022 | $220,000 | -1.8% | 2,145 | 0.0% | 0.02% | +4.5% |
| Q4 2021 | $224,000 | +3.7% | 2,145 | 0.0% | 0.02% | -8.3% |
| Q3 2021 | $216,000 | 0.0% | 2,145 | +4.7% | 0.02% | 0.0% |
| Q2 2021 | $216,000 | +62.4% | 2,049 | +55.6% | 0.02% | +50.0% |
| Q1 2021 | $133,000 | +30.4% | 1,317 | +5.4% | 0.02% | +23.1% |
| Q4 2020 | $102,000 | +10100.0% | 1,250 | +12400.0% | 0.01% | – |
| Q3 2020 | $1,000 | -92.3% | 10 | -91.1% | 0.00% | -100.0% |
| Q2 2020 | $13,000 | +18.2% | 112 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $11,000 | -67.6% | 112 | -47.7% | 0.00% | -60.0% |
| Q4 2019 | $34,000 | +6.2% | 214 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $32,000 | 0.0% | 214 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $32,000 | 0.0% | 214 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $32,000 | +14.3% | 214 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $28,000 | -22.2% | 214 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $36,000 | +2.9% | 214 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $35,000 | +9.4% | 214 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $32,000 | +100.0% | 214 | +109.8% | 0.01% | +150.0% |
| Q4 2017 | $16,000 | – | 102 | – | 0.00% | – |
Download | ||||||
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% |