ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $317 | +1.6% | 3,334 | 0.0% | 0.11% | -3.4% |
| Q1 2023 | $312 | +2.6% | 3,334 | 0.0% | 0.12% | -3.3% |
| Q4 2022 | $304 | -99.9% | 3,334 | 0.0% | 0.12% | -1.6% |
| Q3 2022 | $274,000 | -7.4% | 3,334 | 0.0% | 0.12% | 0.0% |
| Q2 2022 | $296,000 | -13.2% | 3,334 | 0.0% | 0.12% | +3.4% |
| Q1 2022 | $341,000 | -2.0% | 3,334 | 0.0% | 0.12% | +2.6% |
| Q4 2021 | $348,000 | +3.9% | 3,334 | 0.0% | 0.12% | -4.9% |
| Q3 2021 | $335,000 | -0.3% | 3,334 | 0.0% | 0.12% | -8.3% |
| Q1 2021 | $336,000 | +24.0% | 3,334 | 0.0% | 0.13% | +9.9% |
| Q4 2020 | $271,000 | +32.8% | 3,334 | +100.0% | 0.12% | +18.6% |
| Q3 2020 | $204,000 | -23.6% | 1,667 | 0.0% | 0.10% | -23.9% |
| Q4 2019 | $267,000 | +6.4% | 1,667 | -0.4% | 0.13% | -2.2% |
| Q3 2019 | $251,000 | -0.8% | 1,674 | -1.7% | 0.14% | -2.1% |
| Q2 2019 | $253,000 | -54.8% | 1,703 | -49.2% | 0.14% | -54.2% |
| Q3 2018 | $560,000 | +1.3% | 3,352 | -1.1% | 0.31% | -3.5% |
| Q2 2018 | $553,000 | +8.2% | 3,389 | 0.0% | 0.32% | +11.2% |
| Q1 2018 | $511,000 | -1.7% | 3,389 | 0.0% | 0.28% | -2.1% |
| Q4 2017 | $520,000 | – | 3,389 | – | 0.29% | – |
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% |