ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 365 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.95 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $10,307 | +15.5% | 100 | 0.0% | 0.00% | +50.0% |
| Q3 2023 | $8,922 | -6.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $9,509 | +1.6% | 100 | 0.0% | 0.00% | -33.3% |
| Q1 2023 | $9,359 | +2.5% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $9,131 | +14.1% | 100 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $8,000 | -20.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $10,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $10,000 | +25.0% | 100 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | +33.3% | 100 | +100.0% | 0.00% | +100.0% |
| Q3 2020 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% |
| Q2 2020 | $6,000 | +50.0% | 50 | 0.0% | 0.00% | +100.0% |
| Q1 2020 | $4,000 | -50.0% | 50 | 0.0% | 0.00% | -50.0% |
| Q4 2019 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $6,000 | -25.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $8,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $8,000 | +14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $7,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | +100.0% |
| Q2 2017 | $6,000 | 0.0% | 50 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $6,000 | -14.3% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $7,000 | +16.7% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $6,000 | +20.0% | 50 | 0.0% | 0.00% | +100.0% |
| Q2 2016 | $5,000 | – | 50 | – | 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% |