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 | $238,697 | -8.8% | 2,675 | -2.8% | 0.43% | -6.7% |
| Q2 2023 | $261,724 | +0.2% | 2,752 | -1.4% | 0.46% | -0.2% |
| Q1 2023 | $261,328 | +0.6% | 2,792 | -1.8% | 0.46% | -11.2% |
| Q4 2022 | $259,700 | -11.7% | 2,844 | -3.0% | 0.52% | -12.6% |
| Q2 2022 | $294,000 | +5.8% | 2,931 | +7.8% | 0.59% | +35.0% |
| Q1 2022 | $278,000 | +5.3% | 2,720 | +7.8% | 0.44% | +118.9% |
| Q4 2021 | $264,000 | +9.5% | 2,524 | +5.3% | 0.20% | +4.7% |
| Q3 2021 | $241,000 | -22.3% | 2,396 | -18.4% | 0.19% | -19.3% |
| Q2 2021 | $310,000 | +3.0% | 2,937 | -1.7% | 0.24% | -8.1% |
| Q1 2021 | $301,000 | +21.4% | 2,989 | -1.8% | 0.26% | +11.6% |
| Q4 2020 | $248,000 | -94.1% | 3,045 | -91.8% | 0.23% | -93.9% |
| Q1 2016 | $4,169,000 | – | 37,196 | – | 3.79% | – |
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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% |