ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 494 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.10 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $85,167 | +2.5% | 910 | 0.0% | 0.01% | -8.3% |
| Q4 2022 | $83,092 | +10.8% | 910 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $75,000 | -7.4% | 910 | -0.1% | 0.01% | 0.0% |
| Q2 2022 | $81,000 | -12.9% | 911 | +0.1% | 0.01% | -14.3% |
| Q1 2022 | $93,000 | -2.1% | 910 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $95,000 | +2.2% | 910 | -1.7% | 0.01% | 0.0% |
| Q3 2021 | $93,000 | -3.1% | 926 | +1.8% | 0.01% | -12.5% |
| Q2 2021 | $96,000 | +4.3% | 910 | 0.0% | 0.02% | -59.0% |
| Q1 2021 | $92,000 | +24.3% | 910 | 0.0% | 0.04% | +18.2% |
| Q4 2020 | $74,000 | +32.1% | 910 | +100.0% | 0.03% | +50.0% |
| Q3 2020 | $56,000 | +1.8% | 455 | 0.0% | 0.02% | -8.3% |
| Q2 2020 | $55,000 | +22.2% | 455 | 0.0% | 0.02% | +9.1% |
| Q1 2020 | $45,000 | -46.4% | 455 | -13.2% | 0.02% | -33.3% |
| Q4 2019 | $84,000 | +23.5% | 524 | +15.2% | 0.03% | +10.0% |
| Q3 2019 | $68,000 | 0.0% | 455 | 0.0% | 0.03% | -3.2% |
| Q2 2019 | $68,000 | +1.5% | 455 | 0.0% | 0.03% | +6.9% |
| Q1 2019 | $67,000 | +11.7% | 455 | 0.0% | 0.03% | 0.0% |
| Q4 2018 | $60,000 | -21.1% | 455 | 0.0% | 0.03% | -9.4% |
| Q3 2018 | $76,000 | +2.7% | 455 | 0.0% | 0.03% | -3.0% |
| Q2 2018 | $74,000 | +7.2% | 455 | 0.0% | 0.03% | +3.1% |
| Q1 2018 | $69,000 | -1.4% | 455 | 0.0% | 0.03% | +3.2% |
| Q4 2017 | $70,000 | -21.3% | 455 | -24.2% | 0.03% | -29.5% |
| Q3 2017 | $89,000 | +6.0% | 600 | 0.0% | 0.04% | +2.3% |
| Q2 2017 | $84,000 | +1.2% | 600 | 0.0% | 0.04% | 0.0% |
| Q1 2017 | $83,000 | -1.2% | 600 | 0.0% | 0.04% | -2.3% |
| Q4 2016 | $84,000 | +12.0% | 600 | 0.0% | 0.04% | +7.3% |
| Q3 2016 | $75,000 | +7.1% | 600 | 0.0% | 0.04% | +5.1% |
| Q2 2016 | $70,000 | +2.9% | 600 | 0.0% | 0.04% | +2.6% |
| Q1 2016 | $68,000 | +4.6% | 600 | 0.0% | 0.04% | +5.6% |
| Q4 2015 | $65,000 | +3.2% | 600 | 0.0% | 0.04% | -5.3% |
| Q3 2015 | $63,000 | -11.3% | 600 | 0.0% | 0.04% | -7.3% |
| Q2 2015 | $71,000 | -6.6% | 600 | -6.5% | 0.04% | -14.6% |
| Q1 2015 | $76,000 | -5.0% | 642 | -5.2% | 0.05% | -2.0% |
| Q4 2014 | $80,000 | +5.3% | 677 | -4.2% | 0.05% | +2.1% |
| Q3 2014 | $76,000 | -8.4% | 707 | -2.1% | 0.05% | -4.0% |
| Q2 2014 | $83,000 | +1.2% | 722 | 0.0% | 0.05% | -5.7% |
| Q1 2014 | $82,000 | +2.5% | 722 | 0.0% | 0.05% | +6.0% |
| Q4 2013 | $80,000 | +8.1% | 722 | 0.0% | 0.05% | -10.7% |
| Q3 2013 | $74,000 | +10.4% | 722 | 0.0% | 0.06% | +9.8% |
| Q2 2013 | $67,000 | +3.1% | 722 | 0.0% | 0.05% | -28.2% |
| Q1 2013 | $65,000 | +12.1% | 722 | 0.0% | 0.07% | +1.4% |
| Q4 2012 | $58,000 | – | 722 | – | 0.07% | – |
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% |