ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,301 | -27.7% | 37 | -22.9% | 0.00% | 0.0% |
| Q2 2023 | $4,564 | +1.6% | 48 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,492 | -61.6% | 48 | -62.5% | 0.00% | -66.7% |
| Q4 2022 | $11,688 | +6.3% | 128 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $11,000 | 0.0% | 128 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $11,000 | -15.4% | 128 | 0.0% | 0.00% | -25.0% |
| Q1 2022 | $13,000 | -13.3% | 128 | -8.6% | 0.00% | 0.0% |
| Q4 2021 | $15,000 | +7.1% | 140 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $14,000 | -6.7% | 140 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $15,000 | +7.1% | 140 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $14,000 | +27.3% | 140 | 0.0% | 0.01% | +25.0% |
| Q4 2020 | $11,000 | +22.2% | 140 | +100.0% | 0.00% | 0.0% |
| Q3 2020 | $9,000 | +12.5% | 70 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $8,000 | +14.3% | 70 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $7,000 | -36.4% | 70 | 0.0% | 0.00% | -20.0% |
| Q4 2019 | $11,000 | 0.0% | 70 | 0.0% | 0.01% | -16.7% |
| Q3 2019 | $11,000 | +10.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $10,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $10,000 | +11.1% | 70 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $9,000 | -25.0% | 70 | 0.0% | 0.01% | -14.3% |
| Q3 2018 | $12,000 | +9.1% | 70 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $11,000 | 0.0% | 70 | 0.0% | 0.01% | +16.7% |
| Q1 2018 | $11,000 | 0.0% | 70 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $11,000 | – | 70 | – | 0.01% | – |
Download | ||||||
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% |