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 | $820 | +2.9% | 9,140 | +9.0% | 0.04% | +7.5% |
| Q2 2023 | $797 | +0.4% | 8,384 | -1.2% | 0.04% | +2.6% |
| Q1 2023 | $794 | +12.8% | 8,484 | -0.8% | 0.04% | -11.4% |
| Q4 2022 | $704 | -99.9% | 8,550 | 0.0% | 0.04% | 0.0% |
| Q3 2022 | $704,000 | -8.0% | 8,550 | -0.5% | 0.04% | +2.3% |
| Q2 2022 | $765,000 | -56.5% | 8,594 | -50.0% | 0.04% | -52.2% |
| Q1 2022 | $1,759,000 | -10.2% | 17,182 | -8.3% | 0.09% | -7.2% |
| Q4 2021 | $1,958,000 | +22.8% | 18,743 | +18.4% | 0.10% | +4.3% |
| Q3 2021 | $1,594,000 | – | 15,834 | – | 0.09% | – |
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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% |