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 | $8,067,312 | -7.1% | 90,420 | -1.0% | 0.76% | -2.6% |
| Q2 2023 | $8,686,229 | +3.2% | 91,347 | +1.5% | 0.78% | -1.6% |
| Q1 2023 | $8,419,307 | +0.5% | 89,959 | -1.9% | 0.79% | -3.2% |
| Q4 2022 | $8,374,762 | +0.3% | 91,718 | -9.4% | 0.82% | -10.5% |
| Q3 2022 | $8,351,000 | -9.9% | 101,288 | -2.7% | 0.92% | -6.3% |
| Q2 2022 | $9,267,000 | -13.7% | 104,084 | -0.7% | 0.98% | -3.5% |
| Q1 2022 | $10,733,000 | +346.7% | 104,828 | +355.9% | 1.01% | +346.3% |
| Q4 2021 | $2,403,000 | +19.1% | 22,994 | +14.7% | 0.23% | +9.7% |
| Q3 2021 | $2,018,000 | +100800.0% | 20,051 | +100155.0% | 0.21% | – |
| Q2 2021 | $2,000 | -93.3% | 20 | -93.4% | 0.00% | -100.0% |
| Q1 2021 | $30,000 | +20.0% | 302 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $25,000 | +38.9% | 302 | +100.0% | 0.01% | +25.0% |
| Q3 2020 | $18,000 | 0.0% | 151 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $18,000 | +20.0% | 151 | 0.0% | 0.01% | +25.0% |
| Q1 2020 | $15,000 | -37.5% | 151 | 0.0% | 0.00% | -33.3% |
| Q4 2019 | $24,000 | +4.3% | 151 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $23,000 | +4.5% | 151 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $22,000 | 0.0% | 151 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $22,000 | +10.0% | 151 | 0.0% | 0.01% | +20.0% |
| Q4 2018 | $20,000 | -33.3% | 151 | -16.6% | 0.01% | -37.5% |
| Q3 2018 | $30,000 | +30.4% | 181 | +28.4% | 0.01% | +33.3% |
| Q2 2018 | $23,000 | +9.5% | 141 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $21,000 | -4.5% | 141 | 0.0% | 0.01% | +20.0% |
| Q4 2017 | $22,000 | +4.8% | 141 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $21,000 | -19.2% | 141 | -24.2% | 0.01% | -28.6% |
| Q2 2017 | $26,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $26,000 | 0.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $26,000 | +13.0% | 186 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $23,000 | +4.5% | 186 | 0.0% | 0.01% | +16.7% |
| Q2 2016 | $22,000 | -21.4% | 186 | -23.8% | 0.01% | -25.0% |
| Q1 2016 | $28,000 | +7.7% | 244 | 0.0% | 0.01% | +14.3% |
| Q4 2015 | $26,000 | +36.8% | 244 | +31.2% | 0.01% | -12.5% |
| Q3 2015 | $19,000 | -13.6% | 186 | 0.0% | 0.01% | -27.3% |
| Q2 2015 | $22,000 | 0.0% | 186 | 0.0% | 0.01% | +10.0% |
| Q1 2015 | $22,000 | 0.0% | 186 | 0.0% | 0.01% | +233.3% |
| Q4 2014 | $22,000 | +10.0% | 186 | 0.0% | 0.00% | 0.0% |
| Q3 2014 | $20,000 | -4.8% | 186 | 0.0% | 0.00% | -25.0% |
| Q2 2014 | $21,000 | – | 186 | – | 0.00% | – |
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% |