ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 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 ↓ |
|---|---|---|---|
| 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% |