ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,503,713 | -6.4% | 72,895 | -0.3% | 0.41% | -4.4% |
| Q2 2023 | $6,950,340 | -0.7% | 73,092 | -2.3% | 0.43% | -4.7% |
| Q1 2023 | $7,002,667 | -2.1% | 74,823 | -4.4% | 0.45% | -7.2% |
| Q4 2022 | $7,149,815 | -12.3% | 78,303 | -20.8% | 0.48% | -19.1% |
| Q3 2022 | $8,155,000 | -9.2% | 98,903 | -2.0% | 0.60% | -4.8% |
| Q2 2022 | $8,985,000 | -22.0% | 100,924 | -10.2% | 0.63% | -6.0% |
| Q1 2022 | $11,513,000 | +24.6% | 112,441 | +27.1% | 0.67% | +19.5% |
| Q4 2021 | $9,241,000 | +31.3% | 88,437 | +26.5% | 0.56% | +18.7% |
| Q3 2021 | $7,037,000 | +25.5% | 69,901 | +31.5% | 0.47% | +24.7% |
| Q2 2021 | $5,606,000 | +28.6% | 53,175 | +22.9% | 0.38% | +13.2% |
| Q1 2021 | $4,359,000 | +802.5% | 43,272 | +628.9% | 0.33% | +732.5% |
| Q4 2020 | $483,000 | – | 5,937 | – | 0.04% | – |
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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% |