ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $26,087 | -6.6% | 292,393 | -0.4% | 14.28% | -1.6% |
| Q2 2023 | $27,924 | +1.4% | 293,658 | -0.2% | 14.52% | -1.5% |
| Q1 2023 | $27,533 | -0.5% | 294,192 | -2.9% | 14.74% | -3.4% |
| Q4 2022 | $27,674 | -99.9% | 303,077 | -0.8% | 15.26% | +0.1% |
| Q3 2022 | $25,180,000 | -4.6% | 305,391 | +3.0% | 15.24% | +2.9% |
| Q2 2022 | $26,401,000 | -12.2% | 296,541 | +1.0% | 14.82% | +5.5% |
| Q1 2022 | $30,067,000 | -6.1% | 293,655 | -4.1% | 14.04% | +2.8% |
| Q4 2021 | $32,010,000 | +3.8% | 306,344 | -0.0% | 13.66% | -3.1% |
| Q3 2021 | $30,847,000 | -5.1% | 306,421 | -0.6% | 14.11% | -2.8% |
| Q2 2021 | $32,495,000 | +3.7% | 308,210 | -0.9% | 14.51% | -2.6% |
| Q1 2021 | $31,328,000 | +22.7% | 310,982 | -1.0% | 14.91% | +12.8% |
| Q4 2020 | $25,533,000 | +80.0% | 314,027 | +171.0% | 13.22% | +44.3% |
| Q3 2020 | $14,187,000 | +3.6% | 115,886 | +1.8% | 9.16% | -2.1% |
| Q2 2020 | $13,699,000 | +35.6% | 113,810 | +12.6% | 9.36% | +9.2% |
| Q1 2020 | $10,099,000 | -33.6% | 101,052 | +6.9% | 8.57% | -11.9% |
| Q4 2019 | $15,199,000 | +7.6% | 94,524 | +0.5% | 9.73% | -1.1% |
| Q3 2019 | $14,121,000 | +2.7% | 94,019 | +1.6% | 9.84% | +3.3% |
| Q2 2019 | $13,752,000 | -3.9% | 92,532 | -4.6% | 9.53% | +3.1% |
| Q1 2019 | $14,307,000 | -0.4% | 96,973 | -11.0% | 9.24% | +9.9% |
| Q4 2018 | $14,368,000 | -25.1% | 108,973 | -5.2% | 8.41% | -15.1% |
| Q3 2018 | $19,191,000 | +3.4% | 114,963 | +1.1% | 9.90% | -0.9% |
| Q2 2018 | $18,563,000 | +5.4% | 113,692 | -2.6% | 10.00% | +4.2% |
| Q1 2018 | $17,614,000 | -2.0% | 116,771 | -0.2% | 9.60% | -2.9% |
| Q4 2017 | $17,965,000 | +2.6% | 116,983 | -0.9% | 9.88% | -0.7% |
| Q3 2017 | $17,514,000 | +6.8% | 118,090 | +0.6% | 9.96% | +3.8% |
| Q2 2017 | $16,405,000 | +6.7% | 117,331 | +5.8% | 9.60% | -1.7% |
| Q1 2017 | $15,382,000 | +13.8% | 110,944 | +14.9% | 9.76% | +18.0% |
| Q4 2016 | $13,517,000 | +23.9% | 96,542 | +10.5% | 8.28% | -0.7% |
| Q3 2016 | $10,908,000 | +26.6% | 87,397 | +18.5% | 8.34% | +18.8% |
| Q2 2016 | $8,618,000 | +3.8% | 73,762 | +0.7% | 7.02% | +7.5% |
| Q1 2016 | $8,302,000 | +10.8% | 73,265 | +5.7% | 6.53% | +3.3% |
| Q4 2015 | $7,495,000 | +2.8% | 69,294 | -0.4% | 6.32% | -2.8% |
| Q3 2015 | $7,292,000 | -12.1% | 69,588 | -1.2% | 6.50% | -9.1% |
| Q2 2015 | $8,292,000 | -11.2% | 70,426 | -10.3% | 7.15% | -1.3% |
| Q1 2015 | $9,333,000 | +3.5% | 78,491 | +2.6% | 7.25% | +2.3% |
| Q4 2014 | $9,020,000 | +7.7% | 76,481 | -2.1% | 7.09% | +3.3% |
| Q3 2014 | $8,379,000 | -6.9% | 78,095 | +0.2% | 6.86% | -7.8% |
| Q2 2014 | $8,998,000 | +1.5% | 77,953 | -0.2% | 7.44% | -2.3% |
| Q1 2014 | $8,865,000 | -1.0% | 78,137 | -2.9% | 7.62% | +1.9% |
| Q4 2013 | $8,953,000 | +6.7% | 80,473 | -1.9% | 7.48% | -0.9% |
| Q3 2013 | $8,389,000 | +7.8% | 82,065 | -1.5% | 7.55% | +1.7% |
| Q2 2013 | $7,782,000 | – | 83,287 | – | 7.43% | – |
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% |