ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 229 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $73,048 | +10.7% | 800 | – | 0.03% | +8.0% |
| Q3 2022 | $66,000 | -7.0% | 0 | -100.0% | 0.02% | +4.2% |
| Q2 2022 | $71,000 | -22.8% | 800 | -10.7% | 0.02% | -14.3% |
| Q1 2022 | $92,000 | +2.2% | 896 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $90,000 | +13.9% | 896 | +19.8% | 0.03% | +16.7% |
| Q2 2021 | $79,000 | +3.9% | 748 | -20.3% | 0.02% | -4.0% |
| Q4 2020 | $76,000 | +33.3% | 938 | +100.0% | 0.02% | +13.6% |
| Q3 2020 | $57,000 | -42.4% | 469 | -34.9% | 0.02% | -45.0% |
| Q2 2020 | $99,000 | +110.6% | 720 | +53.5% | 0.04% | +100.0% |
| Q1 2020 | $47,000 | -37.3% | 469 | 0.0% | 0.02% | -16.7% |
| Q4 2019 | $75,000 | +120.6% | 469 | +109.4% | 0.02% | +118.2% |
| Q3 2019 | $34,000 | -5.6% | 224 | -8.6% | 0.01% | -15.4% |
| Q2 2019 | $36,000 | 0.0% | 245 | 0.0% | 0.01% | +8.3% |
| Q1 2019 | $36,000 | -36.8% | 245 | -43.2% | 0.01% | -40.0% |
| Q4 2018 | $57,000 | -20.8% | 431 | 0.0% | 0.02% | -9.1% |
| Q3 2018 | $72,000 | +7.5% | 431 | +5.1% | 0.02% | -29.0% |
| Q2 2018 | $67,000 | -9.5% | 410 | -16.7% | 0.03% | +34.8% |
| Q1 2018 | $74,000 | -2.6% | 492 | 0.0% | 0.02% | -4.2% |
| Q4 2017 | $76,000 | +4.1% | 492 | 0.0% | 0.02% | +4.3% |
| Q3 2017 | $73,000 | +5.8% | 492 | 0.0% | 0.02% | -4.2% |
| Q2 2017 | $69,000 | +1.5% | 492 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $68,000 | +58.1% | 492 | +60.8% | 0.02% | +60.0% |
| Q4 2016 | $43,000 | +13.2% | 306 | 0.0% | 0.02% | +7.1% |
| Q3 2016 | $38,000 | +5.6% | 306 | 0.0% | 0.01% | +7.7% |
| Q2 2016 | $36,000 | +2.9% | 306 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $35,000 | +6.1% | 306 | 0.0% | 0.01% | +18.2% |
| Q4 2015 | $33,000 | +3.1% | 306 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $32,000 | -5.9% | 306 | +7.4% | 0.01% | -8.3% |
| Q2 2015 | $34,000 | -5.6% | 285 | -6.9% | 0.01% | 0.0% |
| Q1 2015 | $36,000 | 0.0% | 306 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $36,000 | +2.9% | 306 | 0.0% | 0.01% | -7.7% |
| Q3 2014 | $35,000 | +6.1% | 306 | +7.4% | 0.01% | +8.3% |
| Q2 2014 | $33,000 | +3.1% | 285 | 0.0% | 0.01% | -7.7% |
| Q1 2014 | $32,000 | 0.0% | 285 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $32,000 | +10.3% | 285 | 0.0% | 0.01% | 0.0% |
| Q3 2013 | $29,000 | +7.4% | 285 | 0.0% | 0.01% | 0.0% |
| Q2 2013 | $27,000 | – | 285 | – | 0.01% | – |
Download | ||||||
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% |