ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,648,429 | -5.4% | 85,725 | +0.8% | 0.09% | -6.5% |
| Q2 2023 | $8,086,465 | +2.5% | 85,040 | +0.9% | 0.09% | -5.2% |
| Q1 2023 | $7,886,583 | +10.2% | 84,267 | +7.5% | 0.10% | +2.1% |
| Q4 2022 | $7,159,114 | +17.8% | 78,404 | +6.4% | 0.10% | +2.2% |
| Q3 2022 | $6,076,000 | -11.7% | 73,698 | -4.6% | 0.09% | -10.6% |
| Q2 2022 | $6,880,000 | -12.5% | 77,276 | +0.5% | 0.10% | -3.7% |
| Q1 2022 | $7,859,000 | +58.3% | 76,873 | +61.8% | 0.11% | +44.0% |
| Q4 2021 | $4,965,000 | -18.3% | 47,516 | -21.2% | 0.08% | -25.7% |
| Q3 2021 | $6,074,000 | -8.2% | 60,313 | -4.1% | 0.10% | -15.8% |
| Q2 2021 | $6,618,000 | +30.1% | 62,864 | +24.5% | 0.12% | +10.1% |
| Q1 2021 | $5,088,000 | +62.8% | 50,482 | +31.1% | 0.11% | +47.3% |
| Q4 2020 | $3,125,000 | -37.7% | 38,515 | -6.0% | 0.07% | -7.5% |
| Q3 2020 | $5,019,000 | +210.4% | 40,991 | +205.3% | 0.08% | +70.2% |
| Q2 2020 | $1,617,000 | +14.0% | 13,426 | -5.7% | 0.05% | +11.9% |
| Q1 2020 | $1,419,000 | -31.0% | 14,242 | +11.0% | 0.04% | -12.5% |
| Q4 2019 | $2,058,000 | +343.5% | 12,836 | +315.0% | 0.05% | +152.6% |
| Q3 2019 | $464,000 | -13.8% | 3,093 | -14.6% | 0.02% | -20.8% |
| Q2 2019 | $538,000 | +99.3% | 3,621 | +98.2% | 0.02% | +71.4% |
| Q1 2019 | $270,000 | -1.8% | 1,827 | -12.9% | 0.01% | -69.6% |
| Q4 2018 | $275,000 | – | 2,097 | – | 0.05% | – |
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% |