ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $296,000 | -41.4% | 2,964 | -5.6% | 0.10% | -3.7% |
| Q4 2019 | $505,000 | +7.0% | 3,141 | 0.0% | 0.11% | -3.5% |
| Q3 2019 | $472,000 | -1.9% | 3,141 | -2.9% | 0.11% | +0.9% |
| Q2 2019 | $481,000 | -18.8% | 3,235 | -19.4% | 0.11% | -14.5% |
| Q1 2019 | $592,000 | +131.2% | 4,012 | +161.9% | 0.13% | +142.6% |
| Q3 2018 | $256,000 | +1.6% | 1,532 | -0.9% | 0.05% | -3.6% |
| Q2 2018 | $252,000 | +9.6% | 1,546 | +1.2% | 0.06% | +7.7% |
| Q1 2018 | $230,000 | – | 1,528 | – | 0.05% | – |
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% |