ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $863,427 | +0.6% | 9,456 | -9.1% | 0.62% | -17.0% |
| Q3 2022 | $858,000 | -81.9% | 10,402 | -80.4% | 0.74% | -80.8% |
| Q2 2022 | $4,730,000 | -21.6% | 53,123 | -9.9% | 3.86% | +20.2% |
| Q1 2022 | $6,036,000 | +2535.8% | 58,950 | +2486.7% | 3.22% | +3052.0% |
| Q3 2021 | $229,000 | -98.1% | 2,279 | -98.0% | 0.10% | -98.0% |
| Q2 2021 | $11,865,000 | +25.3% | 112,535 | +19.7% | 5.18% | +4.3% |
| Q1 2021 | $9,471,000 | +1186.8% | 94,012 | +1583.6% | 4.97% | +903.4% |
| Q4 2018 | $736,000 | -21.8% | 5,584 | -1.0% | 0.50% | -0.4% |
| Q3 2018 | $941,000 | +3.1% | 5,640 | +1.2% | 0.50% | +2.3% |
| Q2 2018 | $913,000 | +7.5% | 5,571 | -1.0% | 0.49% | +0.4% |
| Q1 2018 | $849,000 | -84.3% | 5,625 | -84.0% | 0.48% | -80.5% |
| Q4 2017 | $5,392,000 | +550.4% | 35,110 | +527.9% | 2.49% | +537.4% |
| Q3 2017 | $829,000 | – | 5,592 | – | 0.39% | – |
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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% |