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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,091,005 | -7.1% | 45,853 | -1.0% | 0.16% | -9.6% |
| Q2 2023 | $4,404,759 | +3.7% | 46,322 | +2.0% | 0.18% | -3.8% |
| Q1 2023 | $4,249,642 | -4.7% | 45,407 | -7.0% | 0.18% | -12.4% |
| Q4 2022 | $4,459,580 | +10.4% | 48,840 | -0.3% | 0.21% | -0.9% |
| Q3 2022 | $4,039,000 | -12.3% | 48,990 | -5.3% | 0.21% | -12.4% |
| Q2 2022 | $4,607,000 | -8.7% | 51,750 | +5.1% | 0.24% | -3.6% |
| Q1 2022 | $5,044,000 | -2.5% | 49,260 | -0.5% | 0.25% | -2.7% |
| Q4 2021 | $5,173,000 | -0.3% | 49,510 | -4.0% | 0.26% | -12.8% |
| Q3 2021 | $5,191,000 | -4.5% | 51,564 | 0.0% | 0.30% | -10.0% |
| Q2 2021 | $5,436,000 | +4.6% | 51,564 | -0.1% | 0.33% | -20.9% |
| Q1 2021 | $5,199,000 | +23.9% | 51,604 | 0.0% | 0.42% | +30.0% |
| Q4 2020 | $4,196,000 | +32.8% | 51,604 | +100.0% | 0.32% | +18.5% |
| Q3 2020 | $3,159,000 | +3.5% | 25,802 | +1.8% | 0.27% | -5.3% |
| Q2 2020 | $3,051,000 | +61.8% | 25,350 | +34.3% | 0.28% | +38.3% |
| Q1 2020 | $1,886,000 | – | 18,869 | – | 0.21% | – |
Download | ||||||
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% |