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 2023 | $1,023,264 | -8.6% | 11,469 | -2.6% | 0.86% | -5.8% |
| Q2 2023 | $1,119,779 | +4.1% | 11,776 | +2.5% | 0.91% | +9.3% |
| Q1 2023 | $1,075,723 | -8.0% | 11,494 | -10.2% | 0.84% | -5.2% |
| Q4 2022 | $1,168,676 | +10.9% | 12,799 | +0.1% | 0.88% | -5.2% |
| Q3 2022 | $1,054,000 | -9.4% | 12,781 | -2.2% | 0.93% | -2.0% |
| Q2 2022 | $1,163,000 | -23.1% | 13,064 | -11.6% | 0.95% | -6.8% |
| Q1 2022 | $1,513,000 | -3.1% | 14,770 | -1.2% | 1.02% | -4.2% |
| Q4 2021 | $1,562,000 | -1.0% | 14,944 | -4.7% | 1.06% | -15.0% |
| Q3 2021 | $1,578,000 | -7.3% | 15,674 | -2.9% | 1.25% | -2.9% |
| Q2 2021 | $1,702,000 | +1.6% | 16,137 | -2.9% | 1.29% | -4.4% |
| Q1 2021 | $1,675,000 | +20.3% | 16,624 | -2.9% | 1.35% | +18.2% |
| Q4 2020 | $1,392,000 | – | 17,112 | – | 1.14% | – |
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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% |