ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 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 | 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% |