ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $885,509 | -6.2% | 9,925 | 0.0% | 0.05% | -3.9% |
| Q2 2023 | $943,767 | +26.4% | 9,925 | +24.4% | 0.05% | +8.5% |
| Q1 2023 | $746,941 | +6.8% | 7,981 | +4.2% | 0.05% | +2.2% |
| Q4 2022 | $699,435 | +10.7% | 7,660 | 0.0% | 0.05% | 0.0% |
| Q3 2022 | $632,000 | -7.3% | 7,660 | 0.0% | 0.05% | -2.1% |
| Q2 2022 | $682,000 | -12.0% | 7,660 | +1.2% | 0.05% | 0.0% |
| Q1 2022 | $775,000 | -2.0% | 7,568 | 0.0% | 0.05% | +2.2% |
| Q4 2021 | $791,000 | +3.8% | 7,568 | 0.0% | 0.05% | -6.1% |
| Q3 2021 | $762,000 | +22.5% | 7,568 | +28.3% | 0.05% | +19.5% |
| Q2 2021 | $622,000 | +28.8% | 5,899 | +23.1% | 0.04% | +20.6% |
| Q1 2021 | $483,000 | +47.3% | 4,791 | +18.7% | 0.03% | +36.0% |
| Q4 2020 | $328,000 | – | 4,037 | – | 0.02% | – |
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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% |