ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $639,794 | -6.2% | 7,171 | 0.0% | 0.23% | -6.9% |
| Q2 2023 | $681,888 | +1.7% | 7,171 | +0.1% | 0.25% | -3.5% |
| Q1 2023 | $670,503 | +2.6% | 7,164 | +0.1% | 0.26% | -8.6% |
| Q4 2022 | $653,636 | +7.0% | 7,158 | -3.5% | 0.28% | +3.7% |
| Q3 2022 | $611,000 | -7.3% | 7,415 | +0.2% | 0.27% | -5.6% |
| Q2 2022 | $659,000 | -22.9% | 7,403 | -11.3% | 0.29% | -31.7% |
| Q1 2022 | $855,000 | -1.9% | 8,349 | +0.1% | 0.42% | +3.5% |
| Q4 2021 | $872,000 | +14.4% | 8,344 | +10.2% | 0.40% | +7.1% |
| Q3 2021 | $762,000 | -4.4% | 7,571 | +0.1% | 0.38% | -10.4% |
| Q2 2021 | $797,000 | +6.6% | 7,563 | +1.8% | 0.42% | -10.0% |
| Q1 2021 | $748,000 | +22.4% | 7,429 | -1.1% | 0.47% | +11.1% |
| Q4 2020 | $611,000 | +21.5% | 7,515 | +83.0% | 0.42% | +1.2% |
| Q3 2020 | $503,000 | -45.8% | 4,107 | -46.7% | 0.42% | -48.5% |
| Q2 2020 | $928,000 | +19.6% | 7,711 | -0.7% | 0.81% | +3.2% |
| Q1 2020 | $776,000 | +993.0% | 7,763 | +1507.2% | 0.78% | +1353.7% |
| Q1 2019 | $71,000 | +10.9% | 483 | 0.0% | 0.05% | 0.0% |
| Q4 2018 | $64,000 | -25.6% | 483 | -6.4% | 0.05% | -15.6% |
| Q3 2018 | $86,000 | +2.4% | 516 | 0.0% | 0.06% | +1.6% |
| Q2 2018 | $84,000 | +7.7% | 516 | 0.0% | 0.06% | +8.6% |
| Q1 2018 | $78,000 | – | 516 | – | 0.06% | – |
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% |