ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $643,638 | -6.2% | 7,214 | 0.0% | 0.47% | -2.9% |
| Q2 2023 | $685,984 | +1.7% | 7,214 | +0.1% | 0.49% | -6.7% |
| Q1 2023 | $674,248 | +2.6% | 7,204 | +0.1% | 0.52% | -7.0% |
| Q4 2022 | $657,060 | +11.0% | 7,196 | +0.3% | 0.56% | +6.1% |
| Q3 2022 | $592,000 | -7.4% | 7,175 | 0.0% | 0.53% | +2.3% |
| Q2 2022 | $639,000 | -16.7% | 7,175 | -4.2% | 0.52% | +5.5% |
| Q1 2022 | $767,000 | -1.9% | 7,493 | +0.1% | 0.49% | +21.9% |
| Q4 2021 | $782,000 | +4.8% | 7,486 | +1.0% | 0.40% | 0.0% |
| Q3 2021 | $746,000 | -4.5% | 7,410 | 0.0% | 0.40% | -3.8% |
| Q2 2021 | $781,000 | +4.7% | 7,410 | +0.0% | 0.42% | -6.7% |
| Q1 2021 | $746,000 | +27.7% | 7,407 | +3.1% | 0.45% | +22.5% |
| Q4 2020 | $584,000 | +33.9% | 7,187 | +101.8% | 0.36% | +12.7% |
| Q3 2020 | $436,000 | +1.6% | 3,561 | +0.0% | 0.32% | -10.5% |
| Q2 2020 | $429,000 | -99.9% | 3,560 | -10.8% | 0.36% | -9.7% |
| Q1 2020 | $399,069,000 | +60548.8% | 3,993 | -2.4% | 0.40% | -20.1% |
| Q4 2019 | $658,000 | +7.2% | 4,093 | +0.0% | 0.50% | -1.0% |
| Q3 2019 | $614,000 | +1.0% | 4,091 | 0.0% | 0.51% | +1.2% |
| Q2 2019 | $608,000 | -1.0% | 4,091 | -1.7% | 0.50% | -5.8% |
| Q1 2019 | $614,000 | +15.2% | 4,160 | +3.0% | 0.53% | +0.2% |
| Q4 2018 | $533,000 | -21.5% | 4,040 | -0.6% | 0.53% | -5.7% |
| Q3 2018 | $679,000 | +2.3% | 4,065 | 0.0% | 0.56% | -3.3% |
| Q2 2018 | $664,000 | +9.2% | 4,065 | +0.9% | 0.58% | +2.6% |
| Q1 2018 | $608,000 | -1.5% | 4,030 | +0.3% | 0.57% | -6.1% |
| Q4 2017 | $617,000 | +32.1% | 4,019 | -12.0% | 0.60% | -0.3% |
| Q3 2013 | $467,000 | +9.4% | 4,565 | 0.0% | 0.61% | -0.7% |
| Q2 2013 | $427,000 | – | 4,565 | – | 0.61% | – |
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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% |