ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $536,918 | -6.3% | 6,017 | -0.1% | 0.04% | -2.7% |
| Q2 2023 | $572,813 | -6.7% | 6,023 | -8.2% | 0.04% | -11.9% |
| Q1 2023 | $613,904 | +0.7% | 6,559 | -1.8% | 0.04% | -8.7% |
| Q4 2022 | $609,890 | +2.7% | 6,679 | -7.4% | 0.05% | -6.1% |
| Q3 2022 | $594,000 | -8.8% | 7,215 | -1.3% | 0.05% | -25.8% |
| Q2 2022 | $651,000 | -15.8% | 7,313 | -3.2% | 0.07% | -1.5% |
| Q1 2022 | $773,000 | -16.9% | 7,553 | -15.2% | 0.07% | -13.0% |
| Q4 2021 | $930,000 | -12.8% | 8,907 | -15.9% | 0.08% | -12.5% |
| Q3 2021 | $1,066,000 | -6.7% | 10,592 | -2.4% | 0.09% | -23.5% |
| Q2 2021 | $1,143,000 | -20.8% | 10,848 | -24.4% | 0.12% | -25.3% |
| Q1 2021 | $1,444,000 | -8.8% | 14,340 | -26.4% | 0.15% | -21.0% |
| Q4 2020 | $1,584,000 | -15.8% | 19,490 | +26.7% | 0.20% | -27.2% |
| Q3 2020 | $1,882,000 | -5.7% | 15,377 | -7.3% | 0.27% | -14.1% |
| Q2 2020 | $1,996,000 | +32.4% | 16,584 | +10.0% | 0.31% | +5.1% |
| Q1 2020 | $1,507,000 | -44.0% | 15,079 | -9.9% | 0.30% | -31.1% |
| Q4 2019 | $2,690,000 | +36.5% | 16,731 | +27.4% | 0.43% | +24.9% |
| Q3 2019 | $1,971,000 | +36.4% | 13,129 | +35.0% | 0.34% | +33.2% |
| Q2 2019 | $1,445,000 | +10.7% | 9,723 | +9.9% | 0.26% | -6.5% |
| Q1 2019 | $1,305,000 | +15.1% | 8,847 | +2.8% | 0.28% | +1.1% |
| Q4 2018 | $1,134,000 | -22.1% | 8,605 | -1.2% | 0.27% | -11.9% |
| Q3 2018 | $1,455,000 | +5.0% | 8,713 | +2.6% | 0.31% | -0.3% |
| Q2 2018 | $1,386,000 | +12.3% | 8,490 | +3.8% | 0.31% | +9.5% |
| Q1 2018 | $1,234,000 | +14.3% | 8,181 | +16.3% | 0.28% | +17.8% |
| Q4 2017 | $1,080,000 | +23.3% | 7,036 | +19.1% | 0.24% | -16.0% |
| Q3 2017 | $876,000 | +1151.4% | 5,907 | +18.0% | 0.29% | +893.1% |
| Q2 2017 | $70,000 | -89.6% | 5,005 | +3.5% | 0.03% | -87.1% |
| Q1 2017 | $671,000 | +1.2% | 4,838 | +2.1% | 0.22% | -9.7% |
| Q4 2016 | $663,000 | +15.7% | 4,737 | +3.3% | 0.25% | +10.2% |
| Q3 2016 | $573,000 | -45.5% | 4,587 | -49.8% | 0.22% | -1.3% |
| Q2 2016 | $1,052,000 | +105.5% | 9,146 | +102.3% | 0.23% | +0.4% |
| Q1 2016 | $512,000 | +117.9% | 4,522 | +107.7% | 0.23% | +76.0% |
| Q4 2015 | $235,000 | +3.1% | 2,177 | +0.2% | 0.13% | -3.7% |
| Q3 2015 | $228,000 | -10.9% | 2,173 | +0.0% | 0.13% | -33.0% |
| Q2 2015 | $256,000 | -0.8% | 2,172 | +0.1% | 0.20% | +0.5% |
| Q1 2015 | $258,000 | -1.9% | 2,169 | -2.8% | 0.20% | -4.8% |
| Q4 2014 | $263,000 | +6.0% | 2,232 | -3.6% | 0.21% | -0.9% |
| Q3 2014 | $248,000 | -15.4% | 2,315 | -8.9% | 0.21% | -14.2% |
| Q2 2014 | $293,000 | -17.2% | 2,541 | -18.5% | 0.25% | -16.9% |
| Q1 2014 | $354,000 | -22.7% | 3,116 | -24.3% | 0.30% | -31.8% |
| Q4 2013 | $458,000 | – | 4,115 | – | 0.43% | – |
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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% |