ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $227,000 | -3.0% | 2,217 | -0.8% | 0.03% | -3.1% |
| Q4 2021 | $234,000 | +0.4% | 2,235 | -3.5% | 0.03% | -5.9% |
| Q3 2021 | $233,000 | -4.1% | 2,317 | -3.9% | 0.03% | -5.6% |
| Q2 2021 | $243,000 | -0.4% | 2,411 | -0.3% | 0.04% | -7.7% |
| Q1 2021 | $244,000 | +1184.2% | 2,419 | +1789.8% | 0.04% | +680.0% |
| Q1 2019 | $19,000 | +11.8% | 128 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $17,000 | -19.0% | 128 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $21,000 | +75.0% | 128 | +70.7% | 0.01% | +66.7% |
| Q2 2018 | $12,000 | – | 75 | – | 0.00% | – |
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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% |