ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $232,000 | -2.1% | 2,312 | +2.8% | 0.07% | -2.7% |
| Q2 2021 | $237,000 | -36.3% | 2,249 | -16.3% | 0.07% | -79.0% |
| Q1 2017 | $372,000 | -20.3% | 2,687 | -19.5% | 0.35% | -8.6% |
| Q4 2016 | $467,000 | -84.6% | 3,339 | +783.3% | 0.38% | +145.2% |
| Q3 2016 | $3,031,000 | +478.4% | 378 | -91.6% | 0.16% | -65.7% |
| Q2 2016 | $524,000 | +344.1% | 4,486 | +309.3% | 0.46% | +340.4% |
| Q4 2015 | $118,000 | -84.9% | 1,096 | -85.3% | 0.10% | -84.7% |
| Q3 2015 | $783,000 | +580.9% | 7,471 | +663.9% | 0.68% | +632.3% |
| Q2 2015 | $115,000 | -29.4% | 978 | -29.3% | 0.09% | -29.5% |
| Q4 2014 | $163,000 | – | 1,384 | – | 0.13% | – |
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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% |