ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $222,069 | -47.9% | 2,489 | -44.5% | 0.01% | -42.9% |
Q2 2023 | $426,098 | +0.5% | 4,481 | -1.1% | 0.02% | -4.5% |
Q1 2023 | $423,869 | +2.5% | 4,529 | 0.0% | 0.02% | -8.3% |
Q4 2022 | $413,543 | +78.3% | 4,529 | +61.0% | 0.02% | +50.0% |
Q3 2022 | $232,000 | -7.6% | 2,813 | 0.0% | 0.02% | -5.9% |
Q2 2022 | $251,000 | -13.7% | 2,813 | 0.0% | 0.02% | +13.3% |
Q1 2022 | $291,000 | – | 2,813 | – | 0.02% | – |
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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% |