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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |