ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,182 | -47.5% | 46,876 | -44.1% | 0.68% | -49.9% |
| Q2 2023 | $7,971 | +9.6% | 83,826 | +7.9% | 1.36% | +1.0% |
| Q1 2023 | $7,271 | +5.3% | 77,686 | +2.7% | 1.34% | -2.9% |
| Q4 2022 | $6,904 | -99.9% | 75,609 | -11.7% | 1.38% | -7.9% |
| Q3 2022 | $7,061,000 | -9.6% | 85,636 | -2.4% | 1.50% | +6.5% |
| Q2 2022 | $7,814,000 | -9.8% | 87,768 | +3.8% | 1.41% | +2.8% |
| Q1 2022 | $8,662,000 | +9.0% | 84,595 | +11.2% | 1.37% | +24.2% |
| Q4 2021 | $7,946,000 | +21.2% | 76,044 | +16.8% | 1.10% | +10.5% |
| Q3 2021 | $6,554,000 | +6.2% | 65,100 | +11.2% | 1.00% | -9.8% |
| Q2 2021 | $6,173,000 | +36.6% | 58,550 | +30.6% | 1.11% | +51.5% |
| Q1 2021 | $4,518,000 | – | 44,847 | – | 0.73% | – |
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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% |