ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,078,696 | +392.4% | 12,090 | +424.7% | 0.01% | +166.7% |
| Q2 2023 | $219,074 | -89.9% | 2,304 | -8.9% | 0.00% | -83.3% |
| Q4 2022 | $2,162,538 | +375.3% | 2,528 | -44.0% | 0.02% | +38.5% |
| Q3 2021 | $455,000 | +285.6% | 4,516 | +210.2% | 0.01% | +160.0% |
| Q4 2020 | $118,000 | +57.3% | 1,456 | +137.5% | 0.01% | -37.5% |
| Q3 2020 | $75,000 | +2.7% | 613 | +0.5% | 0.01% | -11.1% |
| Q2 2020 | $73,000 | +19.7% | 610 | +0.3% | 0.01% | 0.0% |
| Q1 2020 | $61,000 | -93.7% | 608 | +0.7% | 0.01% | -18.2% |
| Q4 2019 | $972,000 | +980.0% | 604 | +0.5% | 0.01% | -8.3% |
| Q3 2019 | $90,000 | -24.4% | 601 | -24.7% | 0.01% | -14.3% |
| Q2 2019 | $119,000 | +0.8% | 798 | +0.3% | 0.01% | -6.7% |
| Q1 2019 | $118,000 | +51.3% | 796 | +34.0% | 0.02% | -31.8% |
| Q4 2018 | $78,000 | -21.2% | 594 | +0.5% | 0.02% | -29.0% |
| Q3 2018 | $99,000 | +3.1% | 591 | +0.3% | 0.03% | -56.3% |
| Q2 2018 | $96,000 | +7.9% | 589 | +0.3% | 0.07% | +42.0% |
| Q1 2018 | $89,000 | – | 587 | – | 0.05% | – |
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% |