ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |