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 | $8,380,562 | -6.0% | 93,931 | +0.2% | 0.56% | -2.3% |
| Q2 2023 | $8,910,800 | -47.2% | 93,709 | -48.0% | 0.58% | 0.0% |
| Q1 2023 | $16,863,608 | +208.9% | 180,186 | +201.4% | 0.58% | +49.6% |
| Q4 2022 | $5,459,031 | -68.3% | 59,786 | -71.4% | 0.38% | -72.8% |
| Q3 2022 | $17,246,000 | -15.1% | 209,163 | -1.0% | 1.41% | -7.3% |
| Q2 2022 | $20,311,000 | +142.7% | 211,348 | +158.6% | 1.52% | +162.5% |
| Q1 2022 | $8,369,000 | +140.2% | 81,738 | +145.1% | 0.58% | +135.2% |
| Q4 2021 | $3,484,000 | +43.8% | 33,347 | +38.5% | 0.25% | +35.7% |
| Q3 2021 | $2,423,000 | +18.7% | 24,072 | +24.3% | 0.18% | +14.5% |
| Q2 2021 | $2,041,000 | +34.5% | 19,362 | +28.5% | 0.16% | +22.3% |
| Q1 2021 | $1,518,000 | +81.8% | 15,064 | +46.6% | 0.13% | +64.6% |
| Q4 2020 | $835,000 | +36.2% | 10,276 | +105.2% | 0.08% | +23.4% |
| Q3 2020 | $613,000 | +3.4% | 5,009 | +1.6% | 0.06% | +3.2% |
| Q2 2020 | $593,000 | +39.2% | 4,929 | +15.6% | 0.06% | +24.0% |
| Q1 2020 | $426,000 | – | 4,263 | – | 0.05% | – |
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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% |