ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 448 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 8.50 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $951,946 | +0.9% | 10,011 | -0.7% | 2.04% | +8.1% |
| Q1 2023 | $943,481 | +7.0% | 10,081 | +4.3% | 1.89% | -4.9% |
| Q4 2022 | $882,146 | +54.2% | 9,661 | +47.2% | 1.99% | +40.8% |
| Q3 2022 | $572,000 | -5.1% | 6,562 | +0.8% | 1.41% | +74.3% |
| Q2 2022 | $603,000 | +1.2% | 6,509 | +6.8% | 0.81% | +98.5% |
| Q1 2022 | $596,000 | -54.7% | 6,092 | -53.4% | 0.41% | -23.6% |
| Q2 2021 | $1,316,000 | -24.3% | 13,061 | -22.0% | 0.53% | -1.3% |
| Q1 2021 | $1,738,000 | -73.3% | 16,754 | -57.0% | 0.54% | -84.5% |
| Q3 2018 | $6,498,000 | +37.9% | 38,928 | +24.6% | 3.48% | +63.2% |
| Q2 2018 | $4,712,000 | -50.0% | 31,239 | -50.0% | 2.14% | -23.3% |
| Q1 2018 | $9,424,000 | +235.7% | 62,478 | +241.8% | 2.79% | +111.1% |
| Q4 2017 | $2,807,000 | +7.8% | 18,280 | -2.7% | 1.32% | -28.5% |
| Q1 2017 | $2,605,000 | +21.7% | 18,788 | +22.9% | 1.85% | +6.8% |
| Q4 2016 | $2,140,000 | +46.7% | 15,287 | +30.8% | 1.73% | +39.0% |
| Q3 2016 | $1,459,000 | +4.7% | 11,690 | -2.1% | 1.24% | +15.3% |
| Q2 2016 | $1,394,000 | +222.7% | 11,936 | +213.1% | 1.08% | +200.3% |
| Q1 2016 | $432,000 | +928.6% | 3,812 | -90.9% | 0.36% | +1058.1% |
| Q4 2015 | $42,000 | – | 41,966 | – | 0.03% | – |
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% |