ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $316,987 | +2.9% | 3,387 | +0.4% | 0.08% | -2.3% |
Q4 2022 | $308,167 | +11.7% | 3,375 | +0.9% | 0.09% | +2.4% |
Q3 2022 | $276,000 | -7.4% | 3,345 | 0.0% | 0.08% | -3.4% |
Q2 2022 | $298,000 | -12.6% | 3,345 | +0.3% | 0.09% | +2.3% |
Q1 2022 | $341,000 | -1.7% | 3,334 | +0.3% | 0.09% | +1.2% |
Q4 2021 | $347,000 | +4.8% | 3,325 | +1.0% | 0.08% | -3.4% |
Q3 2021 | $331,000 | -4.6% | 3,292 | 0.0% | 0.09% | -4.3% |
Q2 2021 | $347,000 | – | 3,292 | – | 0.09% | – |
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% |