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 | $2,049,956 | -7.4% | 22,976 | -1.3% | 1.10% | -2.8% |
| Q2 2023 | $2,214,716 | -2.5% | 23,290 | -4.1% | 1.13% | -9.2% |
| Q1 2023 | $2,272,247 | +2.3% | 24,278 | -0.2% | 1.24% | -4.5% |
| Q4 2022 | $2,221,000 | +8.1% | 24,323 | -2.4% | 1.30% | -2.3% |
| Q3 2022 | $2,054,000 | -56.4% | 24,912 | -52.9% | 1.33% | -47.1% |
| Q2 2022 | $4,714,000 | +71.2% | 52,947 | +96.9% | 2.52% | +97.6% |
| Q1 2022 | $2,754,000 | -6.1% | 26,897 | -4.2% | 1.27% | +2.7% |
| Q4 2021 | $2,933,000 | +6.5% | 28,069 | +2.6% | 1.24% | -5.3% |
| Q3 2021 | $2,754,000 | -8.4% | 27,359 | -4.1% | 1.31% | -7.0% |
| Q2 2021 | $3,008,000 | +5.3% | 28,535 | +0.6% | 1.41% | -1.2% |
| Q1 2021 | $2,857,000 | +20.4% | 28,362 | -2.8% | 1.42% | +12.9% |
| Q4 2020 | $2,372,000 | +43.8% | 29,175 | +116.6% | 1.26% | +23.4% |
| Q3 2020 | $1,649,000 | -3.7% | 13,468 | -5.3% | 1.02% | -12.6% |
| Q2 2020 | $1,713,000 | +19.3% | 14,228 | -1.0% | 1.17% | -6.3% |
| Q1 2020 | $1,436,000 | -37.4% | 14,372 | +0.8% | 1.25% | -20.4% |
| Q4 2019 | $2,294,000 | +4.0% | 14,265 | -2.8% | 1.57% | -2.3% |
| Q3 2019 | $2,205,000 | +1.9% | 14,681 | +0.8% | 1.60% | +2.1% |
| Q2 2019 | $2,164,000 | +4.0% | 14,563 | +3.3% | 1.57% | -0.9% |
| Q1 2019 | $2,080,000 | +18.9% | 14,099 | +6.3% | 1.58% | +1.3% |
| Q4 2018 | $1,749,000 | -20.2% | 13,267 | +1.1% | 1.56% | -6.1% |
| Q3 2018 | $2,192,000 | +2.7% | 13,128 | +0.4% | 1.67% | -2.6% |
| Q2 2018 | $2,135,000 | +6.1% | 13,075 | -2.0% | 1.71% | +5.6% |
| Q1 2018 | $2,012,000 | -1.5% | 13,339 | +0.3% | 1.62% | -0.6% |
| Q4 2017 | $2,042,000 | +2.5% | 13,296 | -1.0% | 1.63% | -3.3% |
| Q3 2017 | $1,992,000 | +7.7% | 13,429 | +1.5% | 1.68% | +1.5% |
| Q2 2017 | $1,849,000 | +0.8% | 13,227 | -0.0% | 1.66% | -2.4% |
| Q1 2017 | $1,835,000 | -2.7% | 13,232 | -1.7% | 1.70% | -7.8% |
| Q4 2016 | $1,885,000 | +0.7% | 13,461 | -10.2% | 1.84% | +7.5% |
| Q3 2016 | $1,872,000 | +7.0% | 14,996 | +0.1% | 1.71% | +4.6% |
| Q2 2016 | $1,750,000 | +2.3% | 14,979 | -0.7% | 1.64% | -3.1% |
| Q1 2016 | $1,710,000 | +5.8% | 15,087 | +0.9% | 1.69% | +3.0% |
| Q4 2015 | $1,617,000 | +11.0% | 14,946 | +7.5% | 1.64% | +3.1% |
| Q3 2015 | $1,457,000 | -11.0% | 13,899 | +0.0% | 1.59% | -5.1% |
| Q2 2015 | $1,637,000 | +0.2% | 13,897 | +1.2% | 1.68% | -1.1% |
| Q1 2015 | $1,633,000 | +19.5% | 13,729 | +18.6% | 1.70% | +15.5% |
| Q4 2014 | $1,366,000 | +13.3% | 11,579 | +3.0% | 1.47% | +9.2% |
| Q3 2014 | $1,206,000 | -4.5% | 11,239 | +2.7% | 1.34% | -4.1% |
| Q2 2014 | $1,263,000 | +3.7% | 10,939 | +1.9% | 1.40% | +2.6% |
| Q1 2014 | $1,218,000 | +3.2% | 10,739 | +1.2% | 1.37% | -2.2% |
| Q4 2013 | $1,180,000 | – | 10,609 | – | 1.40% | – |
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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% |