ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,276,024 | -6.1% | 14,302 | +0.1% | 0.13% | -3.1% |
| Q2 2023 | $1,358,836 | +1.5% | 14,290 | -0.1% | 0.13% | -5.8% |
| Q1 2023 | $1,338,150 | +102126.9% | 14,298 | -0.3% | 0.14% | -8.6% |
| Q4 2022 | $1,309 | -99.9% | 14,338 | -2.1% | 0.15% | +4.1% |
| Q3 2022 | $1,208,000 | -6.4% | 14,652 | +1.2% | 0.14% | +2.1% |
| Q2 2022 | $1,290,000 | -17.4% | 14,484 | -5.0% | 0.14% | -6.0% |
| Q1 2022 | $1,561,000 | -2.1% | 15,241 | -0.1% | 0.15% | -0.7% |
| Q4 2021 | $1,594,000 | +2.8% | 15,251 | -1.0% | 0.15% | -5.6% |
| Q3 2021 | $1,550,000 | -5.0% | 15,401 | -0.4% | 0.16% | -6.9% |
| Q2 2021 | $1,631,000 | +87.3% | 15,466 | +77.5% | 0.17% | +6.8% |
| Q1 2021 | $871,000 | -32.0% | 8,713 | -44.7% | 0.16% | -3.6% |
| Q4 2020 | $1,280,000 | +31.1% | 15,742 | +97.4% | 0.17% | +14.3% |
| Q3 2020 | $976,000 | -2.8% | 7,973 | -4.4% | 0.15% | -5.8% |
| Q2 2020 | $1,004,000 | -62.5% | 8,344 | -53.2% | 0.16% | -30.0% |
| Q1 2020 | $2,678,000 | +89.8% | 17,826 | +103.1% | 0.22% | +2.3% |
| Q4 2019 | $1,411,000 | +5.4% | 8,777 | -1.5% | 0.22% | -2.2% |
| Q3 2019 | $1,339,000 | +1.6% | 8,913 | +0.5% | 0.22% | -2.2% |
| Q2 2019 | $1,318,000 | +3.5% | 8,868 | +2.7% | 0.23% | -3.0% |
| Q1 2019 | $1,274,000 | +21.8% | 8,635 | +8.8% | 0.24% | +9.3% |
| Q4 2018 | $1,046,000 | -18.1% | 7,937 | +3.7% | 0.22% | +4.9% |
| Q3 2018 | $1,277,000 | +2.1% | 7,651 | -0.2% | 0.20% | -4.7% |
| Q2 2018 | $1,251,000 | +7.8% | 7,665 | -0.4% | 0.22% | +4.4% |
| Q1 2018 | $1,160,000 | +1.6% | 7,693 | +3.4% | 0.21% | -3.7% |
| Q4 2017 | $1,142,000 | -1.0% | 7,438 | -4.4% | 0.21% | +12.0% |
| Q3 2017 | $1,154,000 | +5.8% | 7,783 | -0.3% | 0.19% | -4.5% |
| Q2 2017 | $1,091,000 | -0.8% | 7,804 | -1.6% | 0.20% | -8.7% |
| Q1 2017 | $1,100,000 | +39.2% | 7,934 | +17.3% | 0.22% | +5.3% |
| Q2 2016 | $790,000 | +86.8% | 6,762 | +81.3% | 0.21% | +62.5% |
| Q1 2016 | $423,000 | +24.4% | 3,730 | +18.7% | 0.13% | +6.7% |
| Q4 2015 | $340,000 | -0.3% | 3,142 | -3.4% | 0.12% | -3.2% |
| Q3 2015 | $341,000 | -11.2% | 3,252 | -0.2% | 0.12% | -6.8% |
| Q2 2015 | $384,000 | -1.8% | 3,257 | -1.0% | 0.13% | -0.7% |
| Q1 2015 | $391,000 | +0.8% | 3,289 | 0.0% | 0.13% | -3.6% |
| Q4 2014 | $388,000 | +14.1% | 3,289 | +3.7% | 0.14% | +6.9% |
| Q3 2014 | $340,000 | -8.4% | 3,171 | -1.5% | 0.13% | -4.4% |
| Q2 2014 | $371,000 | -4.4% | 3,218 | -5.8% | 0.14% | -15.0% |
| Q1 2014 | $388,000 | +23.6% | 3,416 | +21.0% | 0.16% | +15.9% |
| Q4 2013 | $314,000 | +9.8% | 2,823 | +1.0% | 0.14% | -7.4% |
| Q3 2013 | $286,000 | +13.9% | 2,794 | +3.9% | 0.15% | -9.7% |
| Q2 2013 | $251,000 | – | 2,690 | – | 0.16% | – |
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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% |