ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $121,000 | +303.3% | 1,490 | +508.2% | 0.02% | +228.6% |
| Q3 2020 | $30,000 | -25.0% | 245 | -26.9% | 0.01% | -36.4% |
| Q2 2020 | $40,000 | -4.8% | 335 | -18.3% | 0.01% | -21.4% |
| Q1 2020 | $42,000 | -38.2% | 410 | -2.4% | 0.01% | -17.6% |
| Q4 2019 | $68,000 | +3.0% | 420 | -2.3% | 0.02% | -5.6% |
| Q3 2019 | $66,000 | +3.1% | 430 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $64,000 | -27.3% | 430 | -26.6% | 0.02% | -28.0% |
| Q1 2019 | $88,000 | +91.3% | 586 | +69.4% | 0.02% | +66.7% |
| Q4 2018 | $46,000 | -46.5% | 346 | -32.9% | 0.02% | -42.3% |
| Q3 2018 | $86,000 | 0.0% | 516 | 0.0% | 0.03% | -3.7% |
| Q2 2018 | $86,000 | -100.0% | 516 | -67.5% | 0.03% | -65.4% |
| Q1 2018 | $239,534,000 | +16.2% | 1,588 | +18.3% | 0.08% | +18.2% |
| Q4 2017 | $206,092,000 | +16.6% | 1,342 | +12.6% | 0.07% | +11.9% |
| Q3 2017 | $176,786,000 | +9.9% | 1,192 | +3.7% | 0.06% | +34.1% |
| Q2 2017 | $160,793,000 | +0.8% | 1,150 | 0.0% | 0.04% | -12.0% |
| Q1 2017 | $159,448,000 | – | 1,150 | – | 0.05% | – |
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% |