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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $497,313 | +15.5% | 4,825 | 0.0% | 0.05% | +8.5% |
| Q3 2023 | $430,487 | -6.2% | 4,825 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $458,809 | +1.6% | 4,825 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $451,573 | +102297.5% | 4,825 | 0.0% | 0.05% | 0.0% |
| Q4 2022 | $441 | -99.9% | 4,825 | -11.2% | 0.05% | -12.7% |
| Q3 2022 | $448,000 | -7.4% | 5,436 | 0.0% | 0.06% | -6.8% |
| Q2 2022 | $484,000 | -13.1% | 5,436 | 0.0% | 0.06% | 0.0% |
| Q1 2022 | $557,000 | -2.6% | 5,436 | -0.6% | 0.06% | +1.7% |
| Q4 2021 | $572,000 | +3.8% | 5,469 | -0.1% | 0.06% | -3.3% |
| Q3 2021 | $551,000 | -4.5% | 5,476 | 0.0% | 0.06% | -4.8% |
| Q2 2021 | $577,000 | +4.7% | 5,476 | -0.0% | 0.06% | +1.6% |
| Q1 2021 | $551,000 | +23.5% | 5,477 | -0.0% | 0.06% | +19.2% |
| Q4 2020 | $446,000 | +33.1% | 5,479 | +100.0% | 0.05% | +13.0% |
| Q3 2020 | $335,000 | +1.5% | 2,740 | 0.0% | 0.05% | -4.2% |
| Q2 2020 | $330,000 | – | 2,740 | – | 0.05% | – |
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% |