ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,912,000 | -0.1% | 18,286 | -2.0% | 0.15% | -7.9% |
| Q3 2021 | $1,913,000 | -2.7% | 18,652 | -0.7% | 0.16% | -4.7% |
| Q2 2021 | $1,967,000 | +5.9% | 18,787 | +2.0% | 0.17% | -1.1% |
| Q1 2021 | $1,858,000 | +23.3% | 18,416 | -0.9% | 0.17% | +13.0% |
| Q4 2020 | $1,507,000 | +9.5% | 18,579 | +65.2% | 0.15% | -1.9% |
| Q3 2020 | $1,376,000 | +12.1% | 11,246 | -8.7% | 0.16% | -6.5% |
| Q1 2020 | $1,228,000 | +5.1% | 12,317 | +69.0% | 0.17% | +33.3% |
| Q4 2019 | $1,168,000 | -1.8% | 7,289 | -8.0% | 0.13% | -6.7% |
| Q3 2019 | $1,189,000 | +4.3% | 7,923 | +3.3% | 0.14% | +3.1% |
| Q2 2019 | $1,140,000 | -0.8% | 7,669 | -1.5% | 0.13% | -3.0% |
| Q1 2019 | $1,149,000 | +8.3% | 7,787 | -3.2% | 0.14% | -2.9% |
| Q4 2018 | $1,061,000 | +169.3% | 8,046 | +241.2% | 0.14% | +202.2% |
| Q3 2018 | $394,000 | +2.9% | 2,358 | +0.6% | 0.05% | -2.1% |
| Q2 2018 | $383,000 | -27.3% | 2,345 | -33.0% | 0.05% | -27.7% |
| Q1 2018 | $527,000 | +87.5% | 3,499 | +72.8% | 0.06% | +66.7% |
| Q1 2017 | $281,000 | +23.8% | 2,025 | +11.6% | 0.04% | +21.9% |
| Q3 2016 | $227,000 | -3.0% | 1,815 | -9.2% | 0.03% | -5.9% |
| Q2 2016 | $234,000 | – | 2,000 | – | 0.03% | – |
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% |