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 | ||||
---|---|---|---|---|---|---|
Q3 2023 | $4,077,354 | -6.2% | 45,700 | 0.0% | 0.21% | -1.4% |
Q2 2023 | $4,345,613 | +1.6% | 45,700 | 0.0% | 0.21% | -5.4% |
Q1 2023 | $4,277,063 | +2.5% | 45,700 | 0.0% | 0.22% | -3.5% |
Q4 2022 | $4,172,867 | +10.7% | 45,700 | 0.0% | 0.23% | +1.3% |
Q3 2022 | $3,768,000 | -7.4% | 45,700 | 0.0% | 0.23% | -5.0% |
Q2 2022 | $4,069,000 | -13.0% | 45,700 | 0.0% | 0.24% | +3.9% |
Q1 2022 | $4,679,000 | -2.0% | 45,700 | 0.0% | 0.23% | +3.6% |
Q4 2021 | $4,775,000 | +3.8% | 45,700 | 0.0% | 0.22% | -4.3% |
Q3 2021 | $4,601,000 | -4.5% | 45,700 | 0.0% | 0.23% | -6.5% |
Q2 2021 | $4,818,000 | +4.6% | 45,700 | 0.0% | 0.25% | -0.4% |
Q1 2021 | $4,604,000 | +23.9% | 45,700 | 0.0% | 0.25% | +17.5% |
Q4 2020 | $3,716,000 | +32.9% | 45,700 | +100.0% | 0.21% | +17.9% |
Q3 2020 | $2,797,000 | +1.7% | 22,850 | 0.0% | 0.18% | -7.3% |
Q2 2020 | $2,750,000 | +20.4% | 22,850 | 0.0% | 0.19% | -0.5% |
Q1 2020 | $2,284,000 | -41.4% | 22,850 | -5.7% | 0.19% | -25.7% |
Q4 2019 | $3,898,000 | +7.1% | 24,240 | 0.0% | 0.26% | -0.8% |
Q3 2019 | $3,641,000 | +1.1% | 24,240 | 0.0% | 0.26% | -2.6% |
Q2 2019 | $3,603,000 | +2.2% | 24,240 | +1.4% | 0.27% | -2.2% |
Q1 2019 | $3,526,000 | +11.9% | 23,900 | 0.0% | 0.28% | -4.5% |
Q4 2018 | $3,151,000 | -21.0% | 23,900 | 0.0% | 0.29% | -8.3% |
Q3 2018 | $3,990,000 | +2.3% | 23,900 | 0.0% | 0.32% | -5.7% |
Q2 2018 | $3,902,000 | +8.2% | 23,900 | 0.0% | 0.33% | +5.7% |
Q1 2018 | $3,605,000 | -1.8% | 23,900 | 0.0% | 0.32% | -1.6% |
Q4 2017 | $3,670,000 | +3.5% | 23,900 | 0.0% | 0.32% | -0.3% |
Q3 2017 | $3,545,000 | +5.3% | 23,900 | -0.7% | 0.32% | 0.0% |
Q2 2017 | $3,366,000 | +0.8% | 24,075 | 0.0% | 0.32% | -3.9% |
Q1 2017 | $3,338,000 | +0.5% | 24,075 | +1.5% | 0.34% | -5.1% |
Q4 2016 | $3,322,000 | +16.5% | 23,730 | +3.9% | 0.35% | +11.7% |
Q3 2016 | $2,852,000 | +6.8% | 22,850 | 0.0% | 0.32% | +7.5% |
Q2 2016 | $2,670,000 | +3.1% | 22,850 | 0.0% | 0.29% | -2.3% |
Q1 2016 | $2,589,000 | +4.8% | 22,850 | 0.0% | 0.30% | -2.6% |
Q4 2015 | $2,471,000 | +3.2% | 22,850 | 0.0% | 0.31% | -2.2% |
Q3 2015 | $2,394,000 | -11.0% | 22,850 | 0.0% | 0.32% | -8.4% |
Q2 2015 | $2,691,000 | -1.0% | 22,850 | 0.0% | 0.34% | -1.4% |
Q1 2015 | $2,717,000 | +0.8% | 22,850 | 0.0% | 0.35% | -1.4% |
Q4 2014 | $2,695,000 | +9.9% | 22,850 | 0.0% | 0.36% | -1.1% |
Q3 2014 | $2,452,000 | -7.1% | 22,850 | 0.0% | 0.36% | -7.7% |
Q2 2014 | $2,638,000 | +1.8% | 22,850 | 0.0% | 0.39% | +7.8% |
Q1 2014 | $2,592,000 | +1.0% | 22,850 | -1.0% | 0.36% | +0.3% |
Q4 2013 | $2,567,000 | +8.8% | 23,075 | 0.0% | 0.36% | -4.5% |
Q3 2013 | $2,359,000 | +9.4% | 23,075 | 0.0% | 0.38% | +1.3% |
Q2 2013 | $2,156,000 | – | 23,075 | – | 0.37% | – |
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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% |