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 | $8,693,036 | -8.1% | 97,434 | -2.0% | 0.12% | -8.9% |
| Q2 2023 | $9,458,290 | +21.5% | 99,467 | +16.7% | 0.14% | -4.3% |
| Q1 2023 | $7,781,857 | 0.0% | 85,225 | 0.0% | 0.14% | 0.0% |
| Q4 2022 | $7,781,857 | +17.8% | 85,225 | +6.4% | 0.14% | +4.4% |
| Q3 2022 | $6,606,000 | +16.6% | 80,125 | +25.9% | 0.14% | +20.5% |
| Q2 2022 | $5,665,000 | +21.8% | 63,626 | +40.1% | 0.11% | +21.7% |
| Q1 2022 | $4,650,000 | +12.3% | 45,416 | +14.6% | 0.09% | +15.0% |
| Q4 2021 | $4,142,000 | +4.8% | 39,636 | +1.0% | 0.08% | -1.2% |
| Q3 2021 | $3,951,000 | +16.9% | 39,251 | +22.5% | 0.08% | -1.2% |
| Q2 2021 | $3,379,000 | +45.0% | 32,047 | +38.5% | 0.08% | -28.7% |
| Q1 2021 | $2,331,000 | -6.4% | 23,142 | -24.5% | 0.12% | -12.2% |
| Q4 2020 | $2,491,000 | +19.3% | 30,634 | +79.6% | 0.13% | -18.1% |
| Q3 2020 | $2,088,000 | -40.2% | 17,057 | -41.1% | 0.16% | -51.8% |
| Q2 2020 | $3,489,000 | +64.1% | 28,982 | +36.3% | 0.33% | +62.0% |
| Q1 2020 | $2,126,000 | -52.9% | 21,268 | -24.3% | 0.20% | -52.7% |
| Q4 2019 | $4,516,000 | +41.5% | 28,084 | +32.2% | 0.43% | +25.1% |
| Q3 2019 | $3,192,000 | -32.9% | 21,251 | -33.6% | 0.35% | -33.1% |
| Q2 2019 | $4,755,000 | -17.0% | 31,994 | -17.6% | 0.52% | -28.4% |
| Q1 2019 | $5,728,000 | -56.7% | 38,821 | -61.3% | 0.72% | -64.3% |
| Q4 2018 | $13,240,000 | +497.5% | 100,418 | +656.6% | 2.02% | +494.4% |
| Q3 2018 | $2,216,000 | +70.7% | 13,272 | +67.0% | 0.34% | +61.9% |
| Q2 2018 | $1,298,000 | +6.7% | 7,948 | -1.4% | 0.21% | -11.4% |
| Q1 2018 | $1,216,000 | +137.5% | 8,061 | +141.8% | 0.24% | +121.5% |
| Q4 2017 | $512,000 | +45.5% | 3,334 | +40.5% | 0.11% | +27.4% |
| Q3 2017 | $352,000 | -12.9% | 2,373 | -17.9% | 0.08% | -11.6% |
| Q2 2017 | $404,000 | -76.0% | 2,892 | -76.2% | 0.10% | -80.6% |
| Q1 2017 | $1,683,000 | +654.7% | 12,141 | +660.7% | 0.49% | +580.6% |
| Q4 2016 | $223,000 | +9.9% | 1,596 | -7.3% | 0.07% | +7.5% |
| Q2 2015 | $203,000 | -45.0% | 1,722 | -44.9% | 0.07% | -53.1% |
| Q4 2014 | $369,000 | – | 3,127 | – | 0.14% | – |
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% |