ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 480 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 1.64 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $541,102 | -18.4% | 6,064 | -13.0% | 0.06% | -20.0% |
| Q2 2023 | $663,208 | -39.7% | 6,974 | -40.6% | 0.07% | +18.6% |
| Q1 2023 | $1,099,517 | -11.7% | 11,748 | -13.8% | 0.06% | -21.3% |
| Q4 2022 | $1,244,804 | +65.1% | 13,633 | +49.2% | 0.08% | +47.1% |
| Q3 2022 | $754,000 | -42.7% | 9,138 | -38.2% | 0.05% | -42.0% |
| Q2 2022 | $1,317,000 | +45.0% | 14,795 | +66.8% | 0.09% | +60.0% |
| Q1 2022 | $908,000 | -1.8% | 8,869 | +0.1% | 0.06% | -5.2% |
| Q4 2021 | $925,000 | +1.3% | 8,864 | -2.2% | 0.06% | -6.5% |
| Q3 2021 | $913,000 | -50.9% | 9,062 | -48.6% | 0.06% | -53.7% |
| Q2 2021 | $1,861,000 | -1.7% | 17,647 | -6.1% | 0.13% | -17.3% |
| Q1 2021 | $1,894,000 | +277.3% | 18,802 | +204.8% | 0.16% | +260.0% |
| Q4 2020 | $502,000 | +263.8% | 6,168 | +618.9% | 0.04% | +150.0% |
| Q4 2019 | $138,000 | +25.5% | 858 | +16.7% | 0.02% | 0.0% |
| Q3 2019 | $110,000 | -43.6% | 735 | -44.1% | 0.02% | -52.6% |
| Q2 2019 | $195,000 | +21.1% | 1,314 | +7.5% | 0.04% | -7.3% |
| Q4 2018 | $161,000 | -24.8% | 1,222 | -4.5% | 0.04% | +20.6% |
| Q3 2018 | $214,000 | +2.9% | 1,280 | -5.5% | 0.03% | -26.1% |
| Q4 2017 | $208,000 | – | 1,354 | – | 0.05% | – |
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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% |