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 | $4,305 | -3.9% | 48,247 | +2.4% | 0.16% | -1.8% |
| Q2 2023 | $4,482 | +4.9% | 47,133 | +3.3% | 0.16% | -0.6% |
| Q1 2023 | $4,272 | +3.9% | 45,646 | +1.4% | 0.16% | -2.4% |
| Q4 2022 | $4,111 | -99.8% | 45,025 | +52.0% | 0.17% | +40.0% |
| Q3 2022 | $2,442,000 | -6.9% | 29,622 | +0.6% | 0.12% | +0.8% |
| Q2 2022 | $2,622,000 | -11.3% | 29,447 | +2.0% | 0.12% | -6.3% |
| Q1 2022 | $2,955,000 | -1.2% | 28,861 | +0.9% | 0.13% | -2.3% |
| Q4 2021 | $2,990,000 | -17.4% | 28,614 | -20.5% | 0.13% | -24.4% |
| Q3 2021 | $3,621,000 | -4.7% | 35,972 | -0.2% | 0.17% | -6.0% |
| Q2 2021 | $3,800,000 | -3.2% | 36,046 | -7.5% | 0.18% | -12.4% |
| Q1 2021 | $3,925,000 | +199.4% | 38,961 | +141.6% | 0.21% | +161.2% |
| Q4 2020 | $1,311,000 | – | 16,127 | – | 0.08% | – |
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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% |