ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $250,189 | -1.1% | 2,740 | 0.0% | 0.06% | -17.8% |
| Q3 2022 | $253,000 | -0.8% | 2,740 | 0.0% | 0.07% | +19.7% |
| Q2 2022 | $255,000 | -13.3% | 2,740 | 0.0% | 0.06% | +7.0% |
| Q4 2021 | $294,000 | +31.8% | 2,740 | 0.0% | 0.06% | 0.0% |
| Q1 2021 | $223,000 | -2.6% | 2,740 | +67.1% | 0.06% | -37.4% |
| Q2 2017 | $229,000 | +0.9% | 1,640 | 0.0% | 0.09% | -8.1% |
| Q1 2017 | $227,000 | -1.3% | 1,640 | 0.0% | 0.10% | -2.0% |
| Q4 2016 | $230,000 | +12.2% | 1,640 | 0.0% | 0.10% | +13.5% |
| Q3 2016 | $205,000 | – | 1,640 | – | 0.09% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,386,130 | $139,639,000 | 16.94% |
| RGT Wealth Advisors, LLC | 848,419 | $85,470,000 | 16.68% |
| Johnson Midwest Financial, LLC | 148,540 | $14,964,000 | 15.66% |
| Palisades Hudson Asset Management, L.P. | 310,982 | $31,328,000 | 14.91% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,249 | $29,240,000 | 12.66% |
| Barber Financial Group, Inc. | 527,197 | $53,110,000 | 7.75% |
| Polianta Ltd | 120,100 | $12,098,000 | 6.71% |
| Probity Advisors, Inc. | 284,076 | $28,618,000 | 6.39% |
| SAX WEALTH ADVISORS, LLC | 156,720 | $15,788,000 | 5.78% |
| Sterling Financial Planning, Inc. | 76,909 | $7,748,000 | 5.52% |