ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $227,154 | -6.2% | 2,546 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $242,099 | +1.6% | 2,546 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $238,280 | +2.5% | 2,546 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $232,475 | +10.7% | 2,546 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $210,000 | -7.5% | 2,546 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $227,000 | -13.0% | 2,546 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $261,000 | -1.9% | 2,546 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $266,000 | +3.9% | 2,546 | 0.0% | 0.00% | -50.0% |
| Q3 2021 | $256,000 | -4.5% | 2,546 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $268,000 | +4.7% | 2,546 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $256,000 | -10.2% | 2,546 | -27.4% | 0.00% | 0.0% |
| Q4 2020 | $285,000 | +28400.0% | 3,508 | +58366.7% | 0.00% | – |
| Q3 2017 | $1,000 | -90.9% | 6 | -94.3% | 0.00% | – |
| Q4 2015 | $11,000 | -85.9% | 106 | -83.9% | 0.00% | – |
| Q4 2014 | $78,000 | – | 660 | – | 0.00% | – |
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% |