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 | $223,496 | -9.6% | 2,505 | -3.7% | 0.07% | -7.5% |
| Q2 2023 | $247,234 | -37.6% | 2,600 | -38.6% | 0.08% | -53.8% |
| Q1 2023 | $396,260 | -7.1% | 4,234 | -9.3% | 0.17% | -6.5% |
| Q4 2022 | $426,418 | +8.2% | 4,670 | -2.3% | 0.18% | -3.1% |
| Q3 2022 | $394,000 | -7.3% | 4,779 | 0.0% | 0.19% | -2.6% |
| Q2 2022 | $425,000 | -13.1% | 4,779 | 0.0% | 0.20% | -1.0% |
| Q1 2022 | $489,000 | -2.0% | 4,779 | 0.0% | 0.20% | +4.8% |
| Q4 2021 | $499,000 | +3.7% | 4,779 | 0.0% | 0.19% | -3.1% |
| Q3 2021 | $481,000 | -6.6% | 4,779 | -2.1% | 0.20% | -4.9% |
| Q2 2021 | $515,000 | +4.7% | 4,883 | 0.0% | 0.20% | 0.0% |
| Q1 2021 | $492,000 | +12.3% | 4,883 | -9.4% | 0.20% | +12.0% |
| Q4 2020 | $438,000 | +27.7% | 5,389 | +92.5% | 0.18% | +12.3% |
| Q3 2020 | $343,000 | -18.5% | 2,799 | -20.1% | 0.16% | -26.2% |
| Q2 2020 | $421,000 | +33.7% | 3,501 | +11.1% | 0.22% | +5.7% |
| Q1 2020 | $315,000 | – | 3,151 | – | 0.21% | – |
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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% |