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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $349,428 | +14.5% | 3,675 | +12.7% | 0.03% | +8.3% |
| Q1 2023 | $305,291 | -3.4% | 3,262 | -5.8% | 0.02% | -11.1% |
| Q4 2022 | $316,076 | +15.4% | 3,462 | +4.2% | 0.03% | +3.8% |
| Q3 2022 | $274,000 | -5.5% | 3,322 | +1.9% | 0.03% | -3.7% |
| Q2 2022 | $290,000 | -12.9% | 3,260 | +0.2% | 0.03% | -3.6% |
| Q1 2022 | $333,000 | -0.3% | 3,254 | +1.7% | 0.03% | -6.7% |
| Q4 2021 | $334,000 | +3.7% | 3,200 | 0.0% | 0.03% | -3.2% |
| Q3 2021 | $322,000 | -4.5% | 3,200 | 0.0% | 0.03% | -6.1% |
| Q2 2021 | $337,000 | +4.7% | 3,200 | 0.0% | 0.03% | -15.4% |
| Q1 2021 | $322,000 | +4500.0% | 3,200 | +4471.4% | 0.04% | +1850.0% |
| Q1 2020 | $7,000 | +16.7% | 70 | +84.2% | 0.00% | 0.0% |
| Q4 2019 | $6,000 | 0.0% | 38 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $6,000 | – | 38 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |