ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,027 | -6.2% | 2,242 | 0.0% | 0.06% | -8.8% |
| Q2 2023 | $213,187 | -6.4% | 2,242 | -7.8% | 0.07% | -5.6% |
| Q1 2023 | $227,650 | +2.7% | 2,432 | +0.2% | 0.07% | -4.0% |
| Q4 2022 | $221,674 | -34.6% | 2,428 | -36.2% | 0.08% | -39.0% |
| Q2 2022 | $339,000 | +52.0% | 3,805 | +74.5% | 0.12% | +101.6% |
| Q1 2022 | $223,000 | +7.7% | 2,180 | +10.1% | 0.06% | +10.9% |
| Q4 2021 | $207,000 | 0.0% | 1,980 | +0.7% | 0.06% | -8.3% |
| Q2 2021 | $207,000 | +72.5% | 1,967 | +147.4% | 0.06% | +27.7% |
| Q1 2018 | $120,000 | +1.7% | 795 | 0.0% | 0.05% | -7.8% |
| Q3 2017 | $118,000 | +5.4% | 795 | -0.4% | 0.05% | +2.0% |
| Q2 2017 | $112,000 | +0.9% | 798 | 0.0% | 0.05% | -2.0% |
| Q1 2017 | $111,000 | -0.9% | 798 | 0.0% | 0.05% | -5.6% |
| Q4 2016 | $112,000 | +15.5% | 798 | 0.0% | 0.05% | +10.2% |
| Q3 2016 | $97,000 | +38.6% | 798 | +33.0% | 0.05% | +22.5% |
| Q2 2016 | $70,000 | 0.0% | 600 | -5.4% | 0.04% | 0.0% |
| Q1 2016 | $70,000 | – | 634 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 788,291 | $94,887,000 | 13.55% |
| Palisades Hudson Asset Management, L.P. | 113,810 | $13,699,000 | 9.36% |
| One Wealth Advisors, LLC | 69,627 | $8,381,000 | 6.66% |
| Probity Advisors, Inc. | 134,440 | $16,183,000 | 5.01% |
| Centerpoint Advisors, LLC | 41,847 | $5,037,000 | 4.07% |
| MACRO Consulting Group | 42,389 | $5,102,000 | 3.54% |
| SPC Financial, Inc. | 140,190 | $16,875,000 | 3.52% |
| Ellis Investment Partners, LLC | 74,105 | $8,748,000 | 3.28% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 29,057 | $3,498,000 | 3.19% |
| Broadview Financial Management, LLC | 30,397 | $3,659,000 | 2.93% |