ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $355 | -6.1% | 3,974 | +0.1% | 0.02% | 0.0% |
| Q2 2023 | $378 | +1.6% | 3,970 | 0.0% | 0.02% | -5.3% |
| Q1 2023 | $372 | +1.4% | 3,970 | -1.3% | 0.02% | -5.0% |
| Q4 2022 | $367 | -99.9% | 4,024 | +6.9% | 0.02% | +17.6% |
| Q3 2022 | $310,000 | -14.6% | 3,766 | -7.5% | 0.02% | -15.0% |
| Q2 2022 | $363,000 | +23.5% | 4,072 | +41.7% | 0.02% | +53.8% |
| Q1 2022 | $294,000 | -2.6% | 2,874 | -0.7% | 0.01% | 0.0% |
| Q4 2021 | $302,000 | +10.2% | 2,895 | +6.4% | 0.01% | 0.0% |
| Q3 2021 | $274,000 | +7.5% | 2,722 | +12.3% | 0.01% | +8.3% |
| Q2 2021 | $255,000 | – | 2,423 | – | 0.01% | – |
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% |