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 | $1,215,890 | -2.7% | 13,628 | +3.7% | 0.12% | 0.0% |
| Q2 2023 | $1,250,243 | -4.2% | 13,148 | -5.7% | 0.12% | -18.4% |
| Q1 2023 | $1,305,135 | -0.9% | 13,945 | -3.3% | 0.14% | -9.6% |
| Q4 2022 | $1,316,633 | +10.6% | 14,419 | -0.1% | 0.16% | -7.1% |
| Q3 2022 | $1,190,000 | -10.1% | 14,436 | +4.9% | 0.17% | -2.9% |
| Q2 2022 | $1,323,000 | +2776.1% | 13,762 | +2931.3% | 0.17% | +1230.8% |
| Q1 2022 | $46,000 | -2.1% | 454 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $47,000 | +4.4% | 454 | 0.0% | 0.01% | +8.3% |
| Q3 2021 | $45,000 | -4.3% | 454 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $47,000 | +4.4% | 454 | 0.0% | 0.01% | -7.7% |
| Q1 2021 | $45,000 | -8.2% | 454 | -24.8% | 0.01% | -13.3% |
| Q4 2020 | $49,000 | +1533.3% | 604 | +1982.8% | 0.02% | +1400.0% |
| Q1 2020 | $3,000 | 0.0% | 29 | +61.1% | 0.00% | 0.0% |
| Q1 2019 | $3,000 | – | 18 | – | 0.00% | – |
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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% |