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 | $5,473,716 | -5.6% | 61,351 | +0.6% | 1.33% | -5.1% |
| Q2 2023 | $5,800,874 | +3.1% | 61,004 | +1.5% | 1.40% | -3.2% |
| Q1 2023 | $5,624,110 | -4.2% | 60,093 | -6.5% | 1.45% | -9.7% |
| Q4 2022 | $5,867,828 | +67.7% | 64,263 | +51.5% | 1.60% | +52.0% |
| Q3 2022 | $3,498,000 | -15.5% | 42,420 | -8.8% | 1.06% | -13.4% |
| Q2 2022 | $4,140,000 | +3.2% | 46,503 | +18.7% | 1.22% | +13.1% |
| Q1 2022 | $4,010,000 | +19.7% | 39,167 | +22.2% | 1.08% | +20.7% |
| Q4 2021 | $3,349,000 | +52.0% | 32,054 | +46.4% | 0.89% | +27.4% |
| Q3 2021 | $2,204,000 | +12.0% | 21,893 | +17.3% | 0.70% | +16.8% |
| Q2 2021 | $1,968,000 | +0.7% | 18,663 | -3.8% | 0.60% | -4.0% |
| Q1 2021 | $1,955,000 | +29.3% | 19,409 | +4.4% | 0.63% | +34.0% |
| Q4 2020 | $1,512,000 | +34.6% | 18,599 | +102.7% | 0.47% | +13.9% |
| Q3 2020 | $1,123,000 | +13.9% | 9,177 | +12.0% | 0.41% | +2.2% |
| Q2 2020 | $986,000 | +104.6% | 8,195 | +69.9% | 0.40% | +69.2% |
| Q1 2020 | $482,000 | – | 4,823 | – | 0.24% | – |
Download | ||||||
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% |