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 | $179 | -6.3% | 2,007 | 0.0% | 0.02% | -6.2% |
| Q2 2023 | $191 | +1.6% | 2,007 | 0.0% | 0.02% | -23.8% |
| Q1 2023 | $188 | +2.7% | 2,007 | 0.0% | 0.02% | -4.5% |
| Q4 2022 | $183 | -99.9% | 2,007 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $165,000 | -7.8% | 2,007 | 0.0% | 0.02% | -4.5% |
| Q2 2022 | $179,000 | -11.8% | 2,007 | +1.4% | 0.02% | +4.8% |
| Q1 2022 | $203,000 | -1.9% | 1,979 | 0.0% | 0.02% | +5.0% |
| Q4 2021 | $207,000 | +4.0% | 1,979 | 0.0% | 0.02% | -4.8% |
| Q3 2021 | $199,000 | -4.8% | 1,979 | 0.0% | 0.02% | -4.5% |
| Q2 2021 | $209,000 | -1.4% | 1,979 | -5.9% | 0.02% | -12.0% |
| Q1 2021 | $212,000 | +24.0% | 2,104 | 0.0% | 0.02% | +19.0% |
| Q4 2020 | $171,000 | -17.8% | 2,104 | +51.8% | 0.02% | -34.4% |
| Q3 2019 | $208,000 | +1.0% | 1,386 | 0.0% | 0.03% | -5.9% |
| Q2 2019 | $206,000 | +1.0% | 1,386 | 0.0% | 0.03% | -2.9% |
| Q1 2019 | $204,000 | -15.4% | 1,386 | -12.7% | 0.04% | -14.6% |
| Q3 2018 | $241,000 | -9.1% | 1,588 | -2.1% | 0.04% | -10.9% |
| Q2 2018 | $265,000 | +8.6% | 1,622 | +0.4% | 0.05% | +4.5% |
| Q1 2018 | $244,000 | -1.6% | 1,615 | 0.0% | 0.04% | -6.4% |
| Q4 2017 | $248,000 | +5.1% | 1,615 | +1.4% | 0.05% | +2.2% |
| Q3 2017 | $236,000 | -16.9% | 1,593 | -21.6% | 0.05% | -35.2% |
| Q2 2017 | $284,000 | +0.7% | 2,031 | 0.0% | 0.07% | -5.3% |
| Q1 2017 | $282,000 | +9.7% | 2,031 | +10.7% | 0.08% | +1.4% |
| Q4 2016 | $257,000 | +13.7% | 1,835 | -3.4% | 0.07% | +8.8% |
| Q1 2015 | $226,000 | -0.4% | 1,900 | -1.1% | 0.07% | -2.9% |
| Q4 2014 | $227,000 | -55.4% | 1,922 | -59.5% | 0.07% | -64.8% |
| Q3 2014 | $509,000 | +137.9% | 4,744 | +155.9% | 0.20% | +136.9% |
| Q2 2014 | $214,000 | – | 1,854 | – | 0.08% | – |
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% |