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 2023 | $9,310,485 | +6.6% | 104,354 | +9.1% | 2.09% | -9.6% |
| Q4 2022 | $8,733,661 | +12.1% | 95,648 | +1.2% | 2.31% | +0.4% |
| Q3 2022 | $7,794,000 | -7.4% | 94,534 | -0.0% | 2.30% | -2.1% |
| Q2 2022 | $8,419,000 | -12.8% | 94,567 | +0.3% | 2.35% | -1.0% |
| Q1 2022 | $9,652,000 | +4.7% | 94,263 | +6.8% | 2.38% | +14.6% |
| Q4 2021 | $9,222,000 | -1.5% | 88,254 | +3.6% | 2.07% | -3.8% |
| Q3 2021 | $9,364,000 | +34.2% | 85,184 | +28.7% | 2.16% | +4.9% |
| Q2 2021 | $6,976,000 | -0.6% | 66,169 | -5.0% | 2.06% | -9.3% |
| Q1 2021 | $7,020,000 | +13.8% | 69,685 | -8.2% | 2.27% | +6.9% |
| Q4 2020 | $6,169,000 | +36.7% | 75,874 | +105.8% | 2.12% | +20.0% |
| Q3 2020 | $4,512,000 | +9.9% | 36,859 | +8.1% | 1.77% | +5.6% |
| Q2 2020 | $4,106,000 | +22.2% | 34,112 | +1.5% | 1.67% | +4.4% |
| Q1 2020 | $3,360,000 | – | 33,618 | – | 1.60% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |