ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,442,943 | -7.1% | 27,222 | -1.6% | 0.01% | -14.3% |
| Q2 2023 | $2,631,023 | +4.4% | 27,669 | +2.8% | 0.01% | 0.0% |
| Q1 2023 | $2,519,869 | -5.4% | 26,925 | -7.7% | 0.01% | -12.5% |
| Q4 2022 | $2,664,146 | +10.5% | 29,176 | -0.3% | 0.01% | 0.0% |
| Q3 2022 | $2,412,000 | -6.3% | 29,254 | +1.2% | 0.01% | 0.0% |
| Q2 2022 | $2,574,000 | -16.3% | 28,921 | -3.7% | 0.01% | 0.0% |
| Q1 2022 | $3,074,000 | +3.8% | 30,026 | +5.9% | 0.01% | 0.0% |
| Q4 2021 | $2,962,000 | +10.9% | 28,349 | +6.8% | 0.01% | 0.0% |
| Q3 2021 | $2,672,000 | +1.8% | 26,547 | +6.6% | 0.01% | 0.0% |
| Q2 2021 | $2,625,000 | +56.0% | 24,897 | +49.0% | 0.01% | +60.0% |
| Q1 2021 | $1,683,000 | +12.7% | 16,710 | -9.1% | 0.01% | 0.0% |
| Q4 2020 | $1,494,000 | +33.4% | 18,373 | +99.8% | 0.01% | +25.0% |
| Q3 2020 | $1,120,000 | -5.2% | 9,194 | -6.3% | 0.00% | -20.0% |
| Q2 2020 | $1,181,000 | -66.8% | 9,815 | -72.4% | 0.01% | -73.7% |
| Q1 2020 | $3,560,000 | -27.0% | 35,621 | +17.4% | 0.02% | -20.8% |
| Q4 2019 | $4,880,000 | +15.5% | 30,347 | +7.9% | 0.02% | +4.3% |
| Q3 2019 | $4,224,000 | +10.8% | 28,131 | +9.7% | 0.02% | +4.5% |
| Q2 2019 | $3,811,000 | +17.3% | 25,645 | +16.4% | 0.02% | +22.2% |
| Q1 2019 | $3,250,000 | – | 22,033 | +1101550.0% | 0.02% | – |
| Q2 2018 | $0 | – | 2 | – | 0.00% | – |
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% |