ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,677 | +6.8% | 18,796 | +13.8% | 0.77% | +10.1% |
| Q2 2023 | $1,570 | -56.2% | 16,513 | -56.9% | 0.70% | -58.9% |
| Q1 2023 | $3,587 | +20.0% | 38,330 | +17.1% | 1.71% | +14.9% |
| Q4 2022 | $2,990 | -99.8% | 32,742 | +101.7% | 1.49% | +93.9% |
| Q3 2022 | $1,338,000 | -13.0% | 16,231 | -6.0% | 0.77% | -25.8% |
| Q2 2022 | $1,538,000 | -73.1% | 17,275 | -69.0% | 1.03% | -65.9% |
| Q1 2022 | $5,714,000 | +48.7% | 55,802 | +51.7% | 3.03% | +64.3% |
| Q4 2021 | $3,843,000 | -10.8% | 36,776 | -14.1% | 1.85% | -37.5% |
| Q3 2021 | $4,309,000 | -6.2% | 42,805 | -1.8% | 2.96% | -13.7% |
| Q2 2021 | $4,595,000 | +3.4% | 43,584 | -1.2% | 3.42% | -10.9% |
| Q1 2021 | $4,445,000 | +49.2% | 44,124 | +20.4% | 3.84% | +63.7% |
| Q4 2020 | $2,979,000 | +36.1% | 36,636 | +104.9% | 2.35% | +13.5% |
| Q3 2020 | $2,189,000 | +3.8% | 17,880 | +2.1% | 2.07% | -3.4% |
| Q2 2020 | $2,109,000 | +8.2% | 17,520 | -2.0% | 2.14% | +5.1% |
| Q1 2020 | $1,950,000 | – | 17,878 | – | 2.04% | – |
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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% |