ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $314,857 | +4.2% | 3,529 | +6.6% | 0.02% | 0.0% |
| Q4 2022 | $302,236 | +10.7% | 3,310 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $273,000 | -12.8% | 3,310 | -5.9% | 0.02% | -6.2% |
| Q2 2022 | $313,000 | -8.7% | 3,516 | +5.0% | 0.02% | 0.0% |
| Q1 2022 | $343,000 | +30.9% | 3,349 | +33.7% | 0.02% | +45.5% |
| Q4 2021 | $262,000 | +4.0% | 2,504 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $252,000 | -4.5% | 2,504 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $264,000 | +4.8% | 2,504 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $252,000 | +23.5% | 2,504 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $204,000 | – | 2,504 | – | 0.01% | – |
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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% |