ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,879,981 | +15.5% | 27,942 | 0.0% | 0.10% | +3.2% |
| Q3 2023 | $2,492,985 | -8.7% | 27,942 | -2.7% | 0.09% | -6.0% |
| Q2 2023 | $2,730,699 | +4.7% | 28,717 | +3.1% | 0.10% | -2.0% |
| Q1 2023 | $2,608,072 | +102378.3% | 27,867 | 0.0% | 0.10% | -3.8% |
| Q4 2022 | $2,545 | -99.8% | 27,867 | +40.8% | 0.11% | +43.2% |
| Q3 2022 | $1,632,000 | -7.2% | 19,788 | +0.2% | 0.07% | 0.0% |
| Q2 2022 | $1,759,000 | +25.8% | 19,757 | +44.7% | 0.07% | +51.0% |
| Q1 2022 | $1,398,000 | – | 13,654 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |