ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,545,122 | -0.9% | 14,991 | -14.2% | 0.70% | -8.0% |
| Q3 2023 | $1,559,744 | -12.5% | 17,482 | -6.8% | 0.76% | -8.7% |
| Q2 2023 | $1,783,413 | -41.5% | 18,755 | -42.4% | 0.84% | -44.4% |
| Q1 2023 | $3,048,226 | -3.6% | 32,570 | -5.9% | 1.50% | -0.2% |
| Q4 2022 | $3,160,423 | +8.9% | 34,612 | -1.6% | 1.50% | +4.2% |
| Q3 2022 | $2,901,000 | -28.8% | 35,179 | -23.1% | 1.44% | -28.0% |
| Q2 2022 | $4,072,000 | -8.1% | 45,738 | +5.6% | 2.01% | -4.7% |
| Q1 2022 | $4,433,000 | -1.3% | 43,293 | +0.8% | 2.11% | -1.4% |
| Q4 2021 | $4,490,000 | +4.3% | 42,970 | +0.5% | 2.14% | -5.9% |
| Q3 2021 | $4,305,000 | +8.8% | 42,760 | +10.5% | 2.27% | -0.1% |
| Q2 2021 | $3,956,000 | -10.3% | 38,698 | -11.5% | 2.27% | -18.1% |
| Q1 2021 | $4,411,000 | +48.9% | 43,733 | +20.1% | 2.78% | +48.1% |
| Q4 2020 | $2,962,000 | +33.2% | 36,427 | +100.5% | 1.88% | +22.0% |
| Q3 2020 | $2,224,000 | +10.0% | 18,169 | +8.1% | 1.54% | +0.7% |
| Q2 2020 | $2,022,000 | -25.0% | 16,802 | +0.2% | 1.53% | -27.3% |
| Q4 2019 | $2,696,000 | +16.6% | 16,765 | +8.9% | 2.10% | +3.2% |
| Q3 2019 | $2,312,000 | +47.3% | 15,396 | +45.8% | 2.04% | +61.3% |
| Q2 2019 | $1,570,000 | +477.2% | 10,562 | +472.5% | 1.26% | +501.0% |
| Q1 2019 | $272,000 | – | 1,845 | – | 0.21% | – |
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% |