ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 642 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $318,139 | +1.2% | 3,096 | -2.7% | 0.05% | -2.0% |
| Q4 2023 | $314,391 | +17.4% | 3,183 | +6.1% | 0.05% | -3.9% |
| Q3 2023 | $267,755 | +0.2% | 3,001 | +6.8% | 0.05% | +2.0% |
| Q2 2023 | $267,114 | +5.9% | 2,809 | +4.2% | 0.05% | 0.0% |
| Q1 2023 | $252,225 | -13.5% | 2,695 | -5.9% | 0.05% | -13.8% |
| Q4 2022 | $291,628 | +0.6% | 2,865 | -6.4% | 0.06% | -4.9% |
| Q3 2022 | $290,000 | -12.4% | 3,060 | -17.5% | 0.06% | -11.6% |
| Q2 2022 | $331,000 | -8.3% | 3,707 | +1.6% | 0.07% | +3.0% |
| Q1 2022 | $361,000 | -6.5% | 3,648 | -5.1% | 0.07% | -6.9% |
| Q4 2021 | $386,000 | -16.8% | 3,844 | -8.3% | 0.07% | 0.0% |
| Q3 2021 | $464,000 | +4.5% | 4,192 | -4.0% | 0.07% | 0.0% |
| Q2 2021 | $444,000 | +8.3% | 4,365 | +11.4% | 0.07% | -2.7% |
| Q1 2021 | $410,000 | +5.4% | 3,920 | -8.9% | 0.07% | +2.8% |
| Q4 2020 | $389,000 | +34.1% | 4,302 | -0.6% | 0.07% | +22.0% |
| Q3 2020 | $290,000 | +30.0% | 4,326 | +133.5% | 0.06% | -9.2% |
| Q2 2020 | $223,000 | – | 1,853 | – | 0.06% | – |
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% |