ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 480 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.64 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $596,115 | -6.2% | 6,681 | 0.0% | 0.03% | -6.2% |
| Q2 2023 | $635,335 | +1.0% | 6,681 | -0.6% | 0.03% | -11.1% |
| Q1 2023 | $629,240 | -3.5% | 6,723 | -5.9% | 0.04% | -7.7% |
| Q4 2022 | $652,188 | +14.6% | 7,143 | +3.6% | 0.04% | +18.2% |
| Q3 2022 | $569,000 | -6.4% | 6,897 | +1.0% | 0.03% | -5.7% |
| Q2 2022 | $608,000 | +72.2% | 6,828 | +98.2% | 0.04% | +118.8% |
| Q1 2022 | $353,000 | +0.9% | 3,445 | +2.9% | 0.02% | -5.9% |
| Q4 2021 | $350,000 | -1.1% | 3,349 | -4.7% | 0.02% | -5.6% |
| Q3 2021 | $354,000 | -11.1% | 3,513 | -7.0% | 0.02% | -10.0% |
| Q2 2021 | $398,000 | +20.6% | 3,777 | +15.2% | 0.02% | 0.0% |
| Q1 2021 | $330,000 | +58.7% | 3,280 | +28.2% | 0.02% | +53.8% |
| Q4 2020 | $208,000 | -48.1% | 2,559 | +2.6% | 0.01% | -69.8% |
| Q4 2019 | $401,000 | +9.3% | 2,495 | +2.2% | 0.04% | 0.0% |
| Q3 2019 | $367,000 | +2.5% | 2,441 | +1.5% | 0.04% | +2.4% |
| Q2 2019 | $358,000 | +0.8% | 2,406 | 0.0% | 0.04% | -2.3% |
| Q1 2019 | $355,000 | +12.7% | 2,406 | +0.8% | 0.04% | -4.4% |
| Q4 2018 | $315,000 | -21.1% | 2,388 | 0.0% | 0.04% | -8.2% |
| Q3 2018 | $399,000 | +98.5% | 2,388 | +94.5% | 0.05% | +88.5% |
| Q2 2018 | $201,000 | – | 1,228 | – | 0.03% | – |
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% |