ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,385,007 | -11.1% | 37,940 | 0.0% | 0.41% | -5.3% |
| Q2 2023 | $3,809,556 | +10.2% | 37,940 | 0.0% | 0.43% | +3.3% |
| Q1 2023 | $3,455,576 | -0.3% | 37,940 | 0.0% | 0.42% | -7.9% |
| Q4 2022 | $3,464,301 | +10.8% | 37,940 | 0.0% | 0.46% | -11.1% |
| Q3 2022 | $3,128,000 | -7.4% | 37,940 | 0.0% | 0.51% | +2.0% |
| Q2 2022 | $3,378,000 | -13.1% | 37,940 | 0.0% | 0.50% | +0.2% |
| Q1 2022 | $3,885,000 | +33.1% | 37,940 | +35.8% | 0.50% | +31.8% |
| Q4 2021 | $2,919,000 | -23.6% | 27,940 | -26.4% | 0.38% | -25.8% |
| Q3 2021 | $3,819,000 | -4.5% | 37,940 | 0.0% | 0.51% | -7.4% |
| Q2 2021 | $4,000,000 | +4.7% | 37,940 | 0.0% | 0.55% | +0.4% |
| Q1 2021 | $3,822,000 | +23.9% | 37,940 | 0.0% | 0.55% | +12.2% |
| Q4 2020 | $3,085,000 | +32.9% | 37,940 | +100.0% | 0.49% | +47.0% |
| Q3 2020 | $2,322,000 | +1.7% | 18,970 | 0.0% | 0.33% | +18.0% |
| Q2 2020 | $2,283,000 | +20.4% | 18,970 | 0.0% | 0.28% | -8.1% |
| Q1 2020 | $1,896,000 | -37.8% | 18,970 | 0.0% | 0.31% | +10.0% |
| Q4 2019 | $3,050,000 | – | 18,970 | – | 0.28% | – |
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% |