ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,136 | -96.4% | 58 | -96.1% | 0.00% | -100.0% |
| Q2 2023 | $141,827 | +3.0% | 1,492 | +1.4% | 0.01% | 0.0% |
| Q1 2023 | $137,664 | +16647.4% | 1,471 | +16244.4% | 0.01% | – |
| Q4 2022 | $822 | -100.0% | 9 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $3,513,000 | +898.0% | 21,850 | +829.8% | 0.26% | +810.7% |
| Q3 2019 | $352,000 | +0.9% | 2,350 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $349,000 | -0.3% | 2,350 | -1.0% | 0.03% | -3.4% |
| Q1 2019 | $350,000 | +11.8% | 2,373 | -0.1% | 0.03% | -6.5% |
| Q4 2018 | $313,000 | -24.0% | 2,376 | -3.8% | 0.03% | -8.8% |
| Q3 2018 | $412,000 | +2.0% | 2,470 | -0.3% | 0.03% | -2.9% |
| Q2 2018 | $404,000 | +8.3% | 2,477 | +0.3% | 0.04% | +2.9% |
| Q1 2018 | $373,000 | -1.6% | 2,470 | 0.0% | 0.03% | -8.1% |
| Q4 2017 | $379,000 | +3.6% | 2,470 | 0.0% | 0.04% | -9.8% |
| Q3 2017 | $366,000 | – | 2,470 | – | 0.04% | – |
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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% |