ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $207,883 | -6.2% | 2,330 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $221,560 | -32.3% | 2,330 | -33.4% | 0.02% | -35.3% |
| Q1 2023 | $327,191 | +53.8% | 3,496 | +50.0% | 0.03% | +41.7% |
| Q4 2022 | $212,752 | +165.9% | 2,330 | +141.2% | 0.02% | +118.2% |
| Q3 2022 | $80,000 | -7.0% | 966 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $86,000 | -13.1% | 966 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $99,000 | -2.0% | 966 | -0.4% | 0.01% | 0.0% |
| Q4 2021 | $101,000 | +3.1% | 970 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $98,000 | -3.9% | 970 | 0.0% | 0.01% | -6.7% |
| Q2 2021 | $102,000 | +4.1% | 970 | 0.0% | 0.02% | -6.2% |
| Q1 2021 | $98,000 | +24.1% | 970 | 0.0% | 0.02% | +6.7% |
| Q4 2020 | $79,000 | -37.3% | 970 | -6.0% | 0.02% | -44.4% |
| Q3 2020 | $126,000 | -48.6% | 1,032 | -49.2% | 0.03% | -50.0% |
| Q2 2020 | $245,000 | +410.4% | 2,033 | +320.9% | 0.05% | +575.0% |
| Q1 2020 | $48,000 | -36.0% | 483 | 0.0% | 0.01% | -11.1% |
| Q4 2019 | $75,000 | +4.2% | 483 | 0.0% | 0.01% | -18.2% |
| Q3 2019 | $72,000 | +4.3% | 483 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $69,000 | 0.0% | 483 | 0.0% | 0.01% | -8.3% |
| Q1 2019 | $69,000 | +9.5% | 483 | 0.0% | 0.01% | -29.4% |
| Q4 2018 | $63,000 | -19.2% | 483 | 0.0% | 0.02% | -22.7% |
| Q3 2018 | $78,000 | -1.3% | 483 | -0.4% | 0.02% | -21.4% |
| Q2 2018 | $79,000 | +8.2% | 485 | 0.0% | 0.03% | +7.7% |
| Q1 2018 | $73,000 | -1.4% | 485 | +0.4% | 0.03% | -13.3% |
| Q4 2017 | $74,000 | +4.2% | 483 | +0.6% | 0.03% | +3.4% |
| Q3 2017 | $71,000 | +7.6% | 480 | +0.4% | 0.03% | 0.0% |
| Q2 2017 | $66,000 | 0.0% | 478 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $66,000 | 0.0% | 478 | +0.4% | 0.03% | -12.1% |
| Q4 2016 | $66,000 | +11.9% | 476 | +0.2% | 0.03% | -13.2% |
| Q3 2016 | $59,000 | – | 475 | – | 0.04% | – |
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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% |