ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 743 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $287,983 | -5.3% | 2,961 | +0.1% | 0.10% | -13.2% |
| Q1 2024 | $304,076 | -0.3% | 2,959 | +0.0% | 0.12% | -9.7% |
| Q4 2023 | $304,875 | +15.6% | 2,958 | +0.1% | 0.13% | +2.3% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 156,279 | $16,001,000 | 22.71% |
| Portfolio Solutions, LLC | 1,160,614 | $118,835,000 | 15.18% |
| RGT Wealth Advisors, LLC | 880,912 | $90,197,000 | 14.34% |
| Palisades Hudson Asset Management, L.P. | 293,655 | $30,067,000 | 14.04% |
| Merriman Wealth Management, LLC | 1,491,341 | $152,698,000 | 12.54% |
| Barber Financial Group, Inc. | 761,251 | $77,945,000 | 10.38% |
| Retireful, LLC | 3,835 | $371,000 | 8.92% |
| Forbes Financial Planning, Inc. | 55,294 | $5,666,000 | 7.06% |
| Kaydan Wealth Management, Inc. | 136,531 | $13,979,375 | 6.18% |
| Probity Advisors, Inc. | 289,999 | $29,693,000 | 6.13% |