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 | $40,384 | +66103.3% | 450 | -29.7% | 0.02% | -29.6% |
| Q2 2023 | $61 | -7.6% | 640 | -8.6% | 0.03% | -15.6% |
| Q1 2023 | $66 | +3.1% | 700 | 0.0% | 0.03% | -3.0% |
| Q4 2022 | $64 | -99.9% | 700 | 0.0% | 0.03% | +10.0% |
| Q3 2022 | $58,000 | -6.5% | 700 | 0.0% | 0.03% | -3.2% |
| Q2 2022 | $62,000 | -13.9% | 700 | 0.0% | 0.03% | +6.9% |
| Q1 2022 | $72,000 | -1.4% | 700 | 0.0% | 0.03% | +7.4% |
| Q4 2021 | $73,000 | +4.3% | 700 | 0.0% | 0.03% | -10.0% |
| Q3 2021 | $70,000 | +1.4% | 700 | 0.0% | 0.03% | +7.1% |
| Q2 2021 | $69,000 | -2.8% | 700 | 0.0% | 0.03% | -17.6% |
| Q1 2021 | $71,000 | +24.6% | 700 | 0.0% | 0.03% | +17.2% |
| Q4 2020 | $57,000 | +3.6% | 700 | 0.0% | 0.03% | 0.0% |
| Q3 2020 | $55,000 | +31.0% | 700 | +100.0% | 0.03% | +11.5% |
| Q2 2020 | $42,000 | +5.0% | 350 | 0.0% | 0.03% | -3.7% |
| Q1 2020 | $40,000 | -28.6% | 350 | 0.0% | 0.03% | -27.0% |
| Q4 2019 | $56,000 | +5.7% | 350 | 0.0% | 0.04% | -2.6% |
| Q3 2019 | $53,000 | +1.9% | 350 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $52,000 | 0.0% | 350 | 0.0% | 0.04% | -5.0% |
| Q1 2019 | $52,000 | +13.0% | 350 | 0.0% | 0.04% | 0.0% |
| Q4 2018 | $46,000 | -9.8% | 350 | 0.0% | 0.04% | +11.1% |
| Q3 2018 | $51,000 | -12.1% | 350 | 0.0% | 0.04% | -2.7% |
| Q2 2018 | $58,000 | +9.4% | 350 | 0.0% | 0.04% | 0.0% |
| Q1 2018 | $53,000 | -1.9% | 350 | 0.0% | 0.04% | -14.0% |
| Q4 2017 | $54,000 | – | 350 | – | 0.04% | – |
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% |