ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $158,990 | 0.0% | 1,782 | 0.0% | 0.10% | +1.0% |
| Q2 2023 | $158,990 | -4.7% | 1,782 | 0.0% | 0.10% | -4.6% |
| Q1 2023 | $166,777 | +2.5% | 1,782 | 0.0% | 0.11% | -3.6% |
| Q4 2022 | $162,714 | +10.7% | 1,782 | 0.0% | 0.11% | +5.7% |
| Q3 2022 | $147,000 | +2.1% | 1,782 | +10.5% | 0.11% | +8.2% |
| Q2 2022 | $144,000 | -12.7% | 1,612 | 0.0% | 0.10% | -1.0% |
| Q1 2022 | $165,000 | -1.8% | 1,612 | 0.0% | 0.10% | +1.0% |
| Q4 2021 | $168,000 | +3.7% | 1,612 | 0.0% | 0.10% | +1.0% |
| Q3 2021 | $162,000 | -4.7% | 1,612 | 0.0% | 0.10% | -2.0% |
| Q2 2021 | $170,000 | +4.9% | 1,612 | 0.0% | 0.10% | -1.0% |
| Q1 2021 | $162,000 | +23.7% | 1,612 | 0.0% | 0.10% | +13.6% |
| Q4 2020 | $131,000 | +32.3% | 1,612 | +100.0% | 0.09% | +22.2% |
| Q3 2020 | $99,000 | +2.1% | 806 | 0.0% | 0.07% | -1.4% |
| Q2 2020 | $97,000 | +438.9% | 806 | +571.7% | 0.07% | +421.4% |
| Q1 2018 | $18,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $18,000 | 0.0% | 120 | 0.0% | 0.01% | -6.7% |
| Q3 2017 | $18,000 | +5.9% | 120 | 0.0% | 0.02% | 0.0% |
| Q1 2017 | $17,000 | 0.0% | 120 | 0.0% | 0.02% | -6.2% |
| Q4 2016 | $17,000 | +13.3% | 120 | 0.0% | 0.02% | +14.3% |
| Q3 2016 | $15,000 | +7.1% | 120 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $14,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $14,000 | +7.7% | 120 | 0.0% | 0.01% | +7.7% |
| Q4 2015 | $13,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $13,000 | -7.1% | 120 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $14,000 | 0.0% | 120 | 0.0% | 0.01% | 0.0% |
| Q1 2015 | $14,000 | 0.0% | 120 | 0.0% | 0.01% | -7.1% |
| Q4 2014 | $14,000 | – | 120 | – | 0.01% | – |
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% |