ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $25,469,057 | +22.4% | 285,351 | +30.5% | 0.04% | +2.7% |
| Q2 2023 | $20,810,571 | +1.4% | 218,693 | -0.4% | 0.04% | -5.1% |
| Q1 2023 | $20,529,510 | +4.1% | 219,515 | +1.6% | 0.04% | -2.5% |
| Q4 2022 | $19,729,621 | -3.2% | 215,992 | -12.6% | 0.04% | -14.9% |
| Q3 2022 | $20,386,000 | -74.0% | 247,170 | -71.9% | 0.05% | -72.8% |
| Q2 2022 | $78,388,000 | +85.9% | 880,045 | +106.3% | 0.17% | +111.0% |
| Q1 2022 | $42,165,000 | +44.7% | 426,539 | +53.0% | 0.08% | +49.1% |
| Q4 2021 | $29,149,000 | -13.7% | 278,701 | -16.8% | 0.06% | -21.4% |
| Q3 2021 | $33,774,000 | -87.6% | 335,160 | -87.0% | 0.07% | -88.1% |
| Q2 2021 | $271,432,000 | +643.2% | 2,574,115 | +610.4% | 0.59% | +568.2% |
| Q1 2021 | $36,523,000 | +141.9% | 362,353 | +95.2% | 0.09% | +120.0% |
| Q4 2020 | $15,097,000 | +31.0% | 185,612 | +97.1% | 0.04% | +17.6% |
| Q3 2020 | $11,524,000 | +6.9% | 94,165 | +5.2% | 0.03% | -5.6% |
| Q2 2020 | $10,780,000 | +3.9% | 89,527 | -17.8% | 0.04% | -14.3% |
| Q1 2020 | $10,375,000 | – | 108,889 | – | 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% |