ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $459,124 | -30.7% | 5,145 | -26.2% | 0.03% | -36.2% |
| Q2 2023 | $662,966 | +36.7% | 6,971 | +34.5% | 0.05% | +27.0% |
| Q1 2023 | $484,999 | -26.7% | 5,182 | -28.5% | 0.04% | -32.7% |
| Q4 2022 | $661,858 | +10.7% | 7,248 | -0.0% | 0.06% | -12.7% |
| Q3 2022 | $598,000 | -72.3% | 7,249 | -70.1% | 0.06% | -67.9% |
| Q2 2022 | $2,157,000 | +662.2% | 24,231 | +777.9% | 0.20% | +752.2% |
| Q1 2022 | $283,000 | -16.3% | 2,760 | -14.6% | 0.02% | -4.2% |
| Q4 2021 | $338,000 | +12.3% | 3,231 | +8.2% | 0.02% | -7.7% |
| Q3 2021 | $301,000 | -6.2% | 2,985 | -2.0% | 0.03% | -7.1% |
| Q2 2021 | $321,000 | +5.9% | 3,046 | +1.4% | 0.03% | -12.5% |
| Q1 2021 | $303,000 | +32.3% | 3,004 | +6.8% | 0.03% | 0.0% |
| Q4 2020 | $229,000 | +95.7% | 2,812 | +141.0% | 0.03% | -61.4% |
| Q1 2020 | $117,000 | – | 1,167 | – | 0.08% | – |
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% |