ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 570 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $410,771 | -3.0% | 4,223 | +2.4% | 0.02% | +21.4% |
| Q1 2024 | $423,679 | +0.7% | 4,123 | +1.0% | 0.01% | -30.0% |
| Q4 2023 | $420,938 | +33.7% | 4,084 | +15.7% | 0.02% | +25.0% |
| 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 ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 156,279 | $16,001,000 | 22.71% |
| Portfolio Solutions, LLC | 1,160,614 | $118,835,000 | 15.18% |
| RGT Wealth Advisors, LLC | 880,912 | $90,197,000 | 14.34% |
| Palisades Hudson Asset Management, L.P. | 293,655 | $30,067,000 | 14.04% |
| Merriman Wealth Management, LLC | 1,491,341 | $152,698,000 | 12.54% |
| Barber Financial Group, Inc. | 761,251 | $77,945,000 | 10.38% |
| Retireful, LLC | 3,835 | $371,000 | 8.92% |
| Forbes Financial Planning, Inc. | 55,294 | $5,666,000 | 7.06% |
| Kaydan Wealth Management, Inc. | 136,531 | $13,979,375 | 6.18% |
| Probity Advisors, Inc. | 289,999 | $29,693,000 | 6.13% |