ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $252,000 | -1.9% | 2,460 | 0.0% | 0.12% | +0.9% |
| Q4 2021 | $257,000 | -0.4% | 2,460 | -3.9% | 0.12% | -10.0% |
| Q3 2021 | $258,000 | -4.4% | 2,560 | 0.0% | 0.13% | -4.4% |
| Q2 2021 | $270,000 | +4.7% | 2,560 | 0.0% | 0.14% | -3.5% |
| Q1 2021 | $258,000 | +8.9% | 2,560 | -12.3% | 0.14% | +5.2% |
| Q4 2020 | $237,000 | +11.8% | 2,920 | +68.8% | 0.13% | -3.6% |
| Q3 2020 | $212,000 | -0.5% | 1,730 | -2.1% | 0.14% | -3.5% |
| Q2 2020 | $213,000 | -32.6% | 1,768 | -10.2% | 0.14% | -25.4% |
| Q4 2019 | $316,000 | +15.8% | 1,968 | +8.3% | 0.19% | +10.3% |
| Q3 2019 | $273,000 | +1.1% | 1,818 | 0.0% | 0.18% | -7.9% |
| Q2 2019 | $270,000 | +6.7% | 1,818 | +5.8% | 0.19% | +3.8% |
| Q1 2019 | $253,000 | +11.5% | 1,718 | 0.0% | 0.18% | -2.1% |
| Q4 2018 | $227,000 | -19.8% | 1,718 | +1.5% | 0.19% | -6.5% |
| Q3 2018 | $283,000 | +10.5% | 1,693 | 0.0% | 0.20% | -13.0% |
| Q1 2018 | $256,000 | -1.5% | 1,693 | 0.0% | 0.23% | +0.4% |
| Q4 2017 | $260,000 | – | 1,693 | – | 0.23% | – |
Download | ||||||
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% |