ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 336 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 3.32 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $233,757 | -6.2% | 2,620 | 0.0% | 0.06% | -3.4% |
| Q2 2023 | $249,136 | -10.3% | 2,620 | -11.8% | 0.06% | -14.7% |
| Q1 2023 | $277,869 | +2.5% | 2,969 | 0.0% | 0.07% | -4.2% |
| Q4 2022 | $271,099 | +10.7% | 2,969 | 0.0% | 0.07% | +1.4% |
| Q3 2022 | $245,000 | +8.9% | 2,969 | +35.0% | 0.07% | +34.6% |
| Q1 2022 | $225,000 | -2.2% | 2,200 | 0.0% | 0.05% | -1.9% |
| Q4 2021 | $230,000 | +4.1% | 2,200 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $221,000 | -4.7% | 2,200 | 0.0% | 0.05% | -6.9% |
| Q2 2021 | $232,000 | +4.5% | 2,200 | 0.0% | 0.06% | +7.4% |
| Q1 2021 | $222,000 | -18.7% | 2,200 | +29.4% | 0.05% | -34.9% |
| Q4 2019 | $273,000 | +7.1% | 1,700 | 0.0% | 0.08% | 0.0% |
| Q3 2019 | $255,000 | +0.8% | 1,700 | 0.0% | 0.08% | 0.0% |
| Q2 2019 | $253,000 | +0.8% | 1,700 | 0.0% | 0.08% | -2.4% |
| Q1 2019 | $251,000 | +12.1% | 1,700 | 0.0% | 0.08% | +1.2% |
| Q4 2018 | $224,000 | -21.1% | 1,700 | 0.0% | 0.08% | -12.5% |
| Q3 2018 | $284,000 | +2.2% | 1,700 | 0.0% | 0.10% | -5.0% |
| Q2 2018 | $278,000 | +8.6% | 1,700 | 0.0% | 0.10% | +7.4% |
| Q1 2018 | $256,000 | -1.9% | 1,700 | 0.0% | 0.09% | -1.1% |
| Q4 2017 | $261,000 | +3.6% | 1,700 | 0.0% | 0.10% | +5.6% |
| Q3 2017 | $252,000 | +5.9% | 1,700 | 0.0% | 0.09% | +2.3% |
| Q2 2017 | $238,000 | +0.8% | 1,700 | 0.0% | 0.09% | -1.1% |
| Q1 2017 | $236,000 | -0.8% | 1,700 | 0.0% | 0.09% | -6.3% |
| Q4 2016 | $238,000 | -4.8% | 1,700 | -15.0% | 0.10% | -9.5% |
| Q3 2016 | $250,000 | +6.8% | 2,000 | 0.0% | 0.10% | +1.9% |
| Q2 2016 | $234,000 | +3.1% | 2,000 | 0.0% | 0.10% | -4.6% |
| Q1 2016 | $227,000 | +5.1% | 2,000 | 0.0% | 0.11% | +1.9% |
| Q4 2015 | $216,000 | +2.9% | 2,000 | 0.0% | 0.11% | -5.4% |
| Q3 2015 | $210,000 | -11.0% | 2,000 | 0.0% | 0.11% | -9.7% |
| Q2 2015 | $236,000 | -0.8% | 2,000 | 0.0% | 0.12% | +5.1% |
| Q1 2015 | $238,000 | +0.8% | 2,000 | 0.0% | 0.12% | -4.8% |
| Q4 2014 | $236,000 | – | 2,000 | – | 0.12% | – |
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% |