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 2022 | $70,070,000 | -7.3% | 849,849 | +0.1% | 11.17% | -12.0% |
| Q2 2022 | $75,614,000 | -16.2% | 849,304 | -3.6% | 12.70% | -11.4% |
| Q1 2022 | $90,197,000 | -1.1% | 880,912 | +0.9% | 14.34% | +3.1% |
| Q4 2021 | $91,212,000 | +5.5% | 872,930 | +1.7% | 13.92% | -18.5% |
| Q3 2021 | $86,450,000 | -3.4% | 858,742 | +1.1% | 17.07% | +6.1% |
| Q2 2021 | $89,515,000 | +4.7% | 849,049 | +0.1% | 16.08% | -3.6% |
| Q1 2021 | $85,470,000 | +23.8% | 848,419 | -0.1% | 16.68% | +15.2% |
| Q4 2020 | $69,031,000 | +34.2% | 848,983 | +102.1% | 14.48% | +11.1% |
| Q3 2020 | $51,427,000 | – | 420,083 | – | 13.03% | – |
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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% |