ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,166,174 | -3.1% | 68,709 | +2.7% | 0.77% | +12.4% |
| Q2 2023 | $6,360,686 | +10.2% | 66,891 | +8.5% | 0.68% | +1.9% |
| Q1 2023 | $5,772,075 | +4.2% | 61,674 | +1.6% | 0.67% | +16.3% |
| Q4 2022 | $5,541,231 | +8.7% | 60,686 | -1.9% | 0.58% | -2.2% |
| Q3 2022 | $5,099,000 | -2.5% | 61,847 | +5.3% | 0.59% | +6.9% |
| Q2 2022 | $5,231,000 | +11.6% | 58,758 | +28.3% | 0.55% | +20.0% |
| Q1 2022 | $4,689,000 | -1.5% | 45,795 | +0.5% | 0.46% | +2.7% |
| Q4 2021 | $4,760,000 | -12.6% | 45,558 | -15.8% | 0.45% | -22.8% |
| Q3 2021 | $5,446,000 | +69.3% | 54,096 | +77.3% | 0.58% | +71.3% |
| Q2 2021 | $3,216,000 | +1417.0% | 30,503 | +1347.0% | 0.34% | +1252.0% |
| Q1 2021 | $212,000 | -24.3% | 2,108 | -0.8% | 0.02% | -58.3% |
| Q4 2018 | $280,000 | – | 2,125 | – | 0.06% | – |
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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% |