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 | $476,522 | -19.0% | 5,341 | -13.6% | 0.02% | -16.7% |
| Q2 2023 | $588,123 | -14.0% | 6,185 | -15.4% | 0.02% | -18.2% |
| Q1 2023 | $684,178 | +1.5% | 7,310 | -1.0% | 0.02% | -4.3% |
| Q4 2022 | $674,278 | +11.3% | 7,384 | +0.4% | 0.02% | -17.9% |
| Q3 2022 | $606,000 | -7.5% | 7,354 | 0.0% | 0.03% | -9.7% |
| Q2 2022 | $655,000 | -12.8% | 7,354 | +0.3% | 0.03% | -3.1% |
| Q1 2022 | $751,000 | -2.2% | 7,334 | -0.2% | 0.03% | +6.7% |
| Q4 2021 | $768,000 | +4.1% | 7,351 | +0.3% | 0.03% | -16.7% |
| Q3 2021 | $738,000 | -8.3% | 7,329 | -4.0% | 0.04% | -16.3% |
| Q2 2021 | $805,000 | -18.3% | 7,635 | -22.0% | 0.04% | -23.2% |
| Q1 2021 | $985,000 | -11.4% | 9,783 | -28.4% | 0.06% | -17.6% |
| Q4 2020 | $1,112,000 | +8.3% | 13,671 | +63.0% | 0.07% | -5.6% |
| Q3 2020 | $1,027,000 | -45.4% | 8,386 | -28.4% | 0.07% | -44.6% |
| Q4 2019 | $1,882,000 | +13.2% | 11,705 | +5.8% | 0.13% | +11.1% |
| Q3 2019 | $1,662,000 | -4.5% | 11,068 | -5.5% | 0.12% | -10.0% |
| Q2 2019 | $1,741,000 | -7.8% | 11,712 | -8.5% | 0.13% | -14.5% |
| Q1 2019 | $1,888,000 | -23.3% | 12,797 | -31.4% | 0.15% | -47.6% |
| Q4 2018 | $2,461,000 | – | 18,667 | – | 0.29% | – |
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% |