ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $378,384 | +1.2% | 4,043 | +10.8% | 0.01% | -38.5% |
| Q1 2022 | $374,000 | +33.6% | 3,649 | +37.4% | 0.01% | +62.5% |
| Q2 2021 | $280,000 | -66.3% | 2,656 | -68.1% | 0.01% | -57.9% |
| Q1 2020 | $832,000 | +0.5% | 8,326 | +61.7% | 0.02% | +216.7% |
| Q4 2019 | $828,000 | +100.0% | 5,150 | +87.0% | 0.01% | +50.0% |
| Q3 2019 | $414,000 | -39.6% | 2,754 | -32.8% | 0.00% | 0.0% |
| Q3 2018 | $685,000 | +109.5% | 4,100 | +105.0% | 0.00% | +100.0% |
| Q2 2018 | $327,000 | -54.6% | 2,000 | -58.1% | 0.00% | -50.0% |
| Q1 2018 | $720,000 | -82.4% | 4,770 | -82.1% | 0.00% | -96.3% |
| Q4 2017 | $4,093,000 | -33.0% | 26,653 | -35.3% | 0.11% | -80.5% |
| Q3 2017 | $6,113,000 | +1152.7% | 41,217 | +1082.7% | 0.56% | +242.3% |
| Q4 2016 | $488,000 | +39.0% | 3,485 | +3.9% | 0.16% | -70.4% |
| Q3 2015 | $351,000 | – | 3,354 | – | 0.55% | – |
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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% |