ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,684 | -31.3% | 2,955 | -26.8% | 0.13% | -23.4% |
| Q2 2023 | $383,730 | +0.1% | 4,035 | -1.4% | 0.17% | -1.7% |
| Q1 2023 | $383,170 | +9.5% | 4,094 | +6.8% | 0.17% | +9.4% |
| Q4 2022 | $349,900 | +10.7% | 3,832 | 0.0% | 0.16% | -18.0% |
| Q3 2022 | $316,000 | -5.7% | 3,832 | +1.9% | 0.19% | +3.2% |
| Q2 2022 | $335,000 | -15.6% | 3,761 | -3.1% | 0.19% | -5.5% |
| Q1 2022 | $397,000 | -2.2% | 3,881 | 0.0% | 0.20% | +5.3% |
| Q4 2021 | $406,000 | +3.8% | 3,881 | 0.0% | 0.19% | -6.9% |
| Q3 2021 | $391,000 | -11.3% | 3,881 | -7.2% | 0.20% | -9.0% |
| Q2 2021 | $441,000 | +20.2% | 4,180 | +14.7% | 0.22% | +7.2% |
| Q1 2021 | $367,000 | +24.0% | 3,644 | 0.0% | 0.21% | +17.5% |
| Q4 2020 | $296,000 | +22.8% | 3,644 | +85.2% | 0.18% | +0.6% |
| Q3 2020 | $241,000 | +15.3% | 1,968 | +13.3% | 0.18% | -0.6% |
| Q2 2020 | $209,000 | – | 1,737 | – | 0.18% | – |
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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% |