ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $301 | -99.9% | 3,294 | +87.1% | 0.01% | -50.0% |
| Q2 2020 | $212,000 | -75.7% | 1,761 | -79.8% | 0.02% | -81.2% |
| Q1 2020 | $871,000 | -39.1% | 8,718 | -2.0% | 0.08% | -32.0% |
| Q4 2019 | $1,430,000 | +4.5% | 8,895 | -2.4% | 0.12% | -4.6% |
| Q3 2019 | $1,369,000 | +1.1% | 9,113 | +0.0% | 0.13% | 0.0% |
| Q2 2019 | $1,354,000 | -8.2% | 9,111 | -8.8% | 0.13% | -10.9% |
| Q1 2019 | $1,475,000 | +11.4% | 9,995 | -0.5% | 0.15% | -2.6% |
| Q4 2018 | $1,324,000 | -19.4% | 10,041 | +2.0% | 0.15% | -18.4% |
| Q3 2018 | $1,643,000 | +3.1% | 9,841 | +0.9% | 0.18% | +1.1% |
| Q2 2018 | $1,593,000 | +9.2% | 9,754 | +0.8% | 0.18% | 0.0% |
| Q1 2018 | $1,459,000 | -2.3% | 9,675 | -0.5% | 0.18% | +4.0% |
| Q4 2017 | $1,494,000 | +5.4% | 9,727 | +1.8% | 0.18% | -17.8% |
| Q3 2017 | $1,417,000 | +5.5% | 9,551 | -0.6% | 0.21% | -0.5% |
| Q2 2017 | $1,343,000 | +4.0% | 9,606 | +3.2% | 0.22% | -1.8% |
| Q1 2017 | $1,291,000 | – | 9,309 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |