ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 548 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.87 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,158,623 | -49.0% | 12,910 | -45.9% | 0.03% | -39.2% |
| Q2 2023 | $2,269,909 | -20.0% | 23,871 | -21.2% | 0.05% | -32.9% |
| Q1 2023 | $2,836,066 | -24.3% | 30,303 | -26.2% | 0.08% | -27.6% |
| Q4 2022 | $3,748,696 | +23.2% | 41,055 | +11.3% | 0.10% | +14.1% |
| Q3 2022 | $3,042,000 | -51.8% | 36,887 | -47.9% | 0.09% | -65.3% |
| Q2 2022 | $6,307,000 | +63.1% | 70,832 | +87.6% | 0.26% | +108.7% |
| Q1 2022 | $3,866,000 | +3.0% | 37,748 | +5.1% | 0.13% | +17.6% |
| Q4 2021 | $3,754,000 | +2.5% | 35,917 | +0.4% | 0.11% | -6.9% |
| Q3 2021 | $3,662,000 | -58.2% | 35,780 | -57.2% | 0.12% | -59.2% |
| Q2 2021 | $8,752,000 | +166.5% | 83,536 | +139.2% | 0.28% | +144.8% |
| Q1 2021 | $3,284,000 | +49.4% | 34,920 | +29.2% | 0.12% | -1.7% |
| Q4 2020 | $2,198,000 | +14.7% | 27,018 | +111.8% | 0.12% | -37.6% |
| Q3 2019 | $1,917,000 | +771.4% | 12,759 | +624.1% | 0.19% | +339.5% |
| Q3 2016 | $220,000 | +88.0% | 1,762 | +77.4% | 0.04% | +2050.0% |
| Q4 2014 | $117,000 | -99.9% | 993 | -21.1% | 0.00% | -94.1% |
| Q2 2014 | $145,326,000 | – | 1,259 | – | 0.03% | – |
Download | ||||||
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% |