ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $549 | -8.7% | 6,150 | -2.8% | 0.08% | -6.6% |
| Q2 2023 | $601 | -99.9% | 6,325 | +2.8% | 0.09% | -3.2% |
| Q1 2023 | $575,578 | +7.5% | 6,150 | +4.9% | 0.09% | -1.1% |
| Q4 2022 | $535,533 | +39.8% | 5,865 | +26.3% | 0.10% | +18.8% |
| Q3 2022 | $383,000 | -9.2% | 4,645 | -1.9% | 0.08% | -5.9% |
| Q2 2022 | $422,000 | -10.6% | 4,735 | +2.7% | 0.08% | 0.0% |
| Q1 2022 | $472,000 | -2.1% | 4,610 | 0.0% | 0.08% | -2.3% |
| Q4 2021 | $482,000 | +11.1% | 4,610 | +6.8% | 0.09% | +1.2% |
| Q3 2021 | $434,000 | -4.6% | 4,315 | 0.0% | 0.09% | -4.4% |
| Q2 2021 | $455,000 | +4.6% | 4,315 | 0.0% | 0.09% | -2.2% |
| Q1 2021 | $435,000 | +23.6% | 4,315 | -0.3% | 0.09% | +12.2% |
| Q4 2020 | $352,000 | +29.4% | 4,330 | +94.6% | 0.08% | +9.3% |
| Q3 2020 | $272,000 | +5.8% | 2,225 | +4.2% | 0.08% | +2.7% |
| Q2 2020 | $257,000 | +16.8% | 2,135 | +55.8% | 0.07% | +32.7% |
| Q4 2019 | $220,000 | -6.4% | 1,370 | -12.5% | 0.06% | -14.1% |
| Q3 2019 | $235,000 | +0.9% | 1,565 | 0.0% | 0.06% | +1.6% |
| Q2 2019 | $233,000 | +5.4% | 1,565 | +4.7% | 0.06% | +1.6% |
| Q1 2019 | $221,000 | – | 1,495 | – | 0.06% | – |
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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% |