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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $204,000 | -2.4% | 1,956 | -1.1% | 0.03% | -17.1% |
| Q2 2021 | $209,000 | -70.5% | 1,978 | -72.1% | 0.04% | -83.7% |
| Q1 2020 | $708,000 | -37.1% | 7,083 | +1.2% | 0.22% | -7.7% |
| Q4 2019 | $1,126,000 | +7.1% | 7,000 | 0.0% | 0.23% | +2.6% |
| Q3 2019 | $1,051,000 | +1.1% | 7,000 | 0.0% | 0.23% | +0.9% |
| Q2 2019 | $1,040,000 | +0.7% | 7,000 | 0.0% | 0.22% | -0.9% |
| Q1 2019 | $1,033,000 | +11.9% | 7,000 | 0.0% | 0.23% | -6.2% |
| Q4 2018 | $923,000 | -23.2% | 7,000 | -2.8% | 0.24% | -32.0% |
| Q3 2018 | $1,202,000 | +2.2% | 7,200 | 0.0% | 0.36% | -8.0% |
| Q2 2018 | $1,176,000 | +8.3% | 7,200 | 0.0% | 0.39% | -1.0% |
| Q1 2018 | $1,086,000 | +1.0% | 7,200 | +2.9% | 0.39% | +6.2% |
| Q4 2017 | $1,075,000 | +3.6% | 7,000 | 0.0% | 0.37% | +4.8% |
| Q3 2017 | $1,038,000 | +6.0% | 7,000 | 0.0% | 0.35% | +7.0% |
| Q2 2017 | $979,000 | – | 7,000 | – | 0.33% | – |
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% |