ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,368,382 | -6.9% | 71,378 | -0.8% | 1.79% | -1.2% |
| Q2 2023 | $6,842,854 | +3.6% | 71,962 | +2.0% | 1.81% | -1.1% |
| Q1 2023 | $6,604,852 | +3.0% | 70,572 | +0.4% | 1.83% | -2.5% |
| Q4 2022 | $6,415,057 | +13.3% | 70,256 | +2.3% | 1.88% | +3.6% |
| Q3 2022 | $5,661,000 | -5.9% | 68,658 | +1.6% | 1.81% | +2.1% |
| Q2 2022 | $6,017,000 | -12.7% | 67,585 | +0.4% | 1.77% | -1.8% |
| Q1 2022 | $6,892,000 | -0.2% | 67,315 | +1.8% | 1.81% | +1.1% |
| Q4 2021 | $6,907,000 | +0.8% | 66,102 | +1.0% | 1.79% | -0.8% |
| Q3 2021 | $6,853,000 | -1.6% | 65,445 | -1.0% | 1.80% | -5.0% |
| Q2 2021 | $6,967,000 | +2.1% | 66,085 | -2.4% | 1.90% | -3.7% |
| Q1 2021 | $6,821,000 | +11.9% | 67,708 | -1.5% | 1.97% | +8.4% |
| Q4 2020 | $6,093,000 | +49.3% | 68,759 | +106.2% | 1.82% | +24.2% |
| Q3 2020 | $4,081,000 | -2.8% | 33,340 | -4.4% | 1.46% | -7.0% |
| Q2 2020 | $4,199,000 | +25.6% | 34,882 | +4.3% | 1.57% | +10.5% |
| Q1 2020 | $3,342,000 | -27.4% | 33,442 | +16.8% | 1.42% | -8.8% |
| Q4 2019 | $4,605,000 | +5.3% | 28,639 | -1.6% | 1.56% | +0.4% |
| Q3 2019 | $4,373,000 | +4.0% | 29,113 | +2.9% | 1.55% | +4.6% |
| Q2 2019 | $4,203,000 | -1.7% | 28,282 | -2.4% | 1.48% | -4.5% |
| Q1 2019 | $4,276,000 | +20.1% | 28,981 | +7.3% | 1.56% | +9.3% |
| Q4 2018 | $3,561,000 | -14.6% | 27,009 | +8.1% | 1.42% | -5.8% |
| Q3 2018 | $4,170,000 | -6.0% | 24,977 | -8.1% | 1.51% | -9.2% |
| Q2 2018 | $4,438,000 | +10.6% | 27,181 | +2.2% | 1.66% | +6.6% |
| Q1 2018 | $4,011,000 | +1.8% | 26,590 | +3.6% | 1.56% | -0.1% |
| Q4 2017 | $3,940,000 | -0.4% | 25,656 | -3.8% | 1.56% | -5.3% |
| Q3 2017 | $3,957,000 | +7.4% | 26,678 | +1.2% | 1.65% | +1.6% |
| Q2 2017 | $3,684,000 | +2.7% | 26,351 | +1.8% | 1.62% | -5.0% |
| Q1 2017 | $3,588,000 | -1.8% | 25,875 | -0.9% | 1.71% | -0.7% |
| Q4 2016 | $3,654,000 | +8.5% | 26,101 | -3.3% | 1.72% | +7.7% |
| Q3 2016 | $3,367,000 | +4.3% | 26,979 | -2.3% | 1.60% | -0.2% |
| Q2 2016 | $3,227,000 | +10.9% | 27,617 | +7.5% | 1.60% | +8.5% |
| Q1 2016 | $2,911,000 | +15.5% | 25,688 | +10.2% | 1.48% | +10.5% |
| Q4 2015 | $2,521,000 | +15.1% | 23,309 | +11.5% | 1.34% | +12.5% |
| Q3 2015 | $2,191,000 | -11.7% | 20,905 | -0.8% | 1.19% | -6.9% |
| Q2 2015 | $2,481,000 | +9.4% | 21,071 | +10.5% | 1.28% | +10.5% |
| Q1 2015 | $2,268,000 | +1.2% | 19,071 | +0.3% | 1.16% | -1.0% |
| Q4 2014 | $2,242,000 | – | 19,011 | – | 1.17% | – |
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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% |