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 | $148,106 | -58.3% | 1,660 | -55.6% | 0.03% | -56.7% |
| Q2 2023 | $355,162 | +1.6% | 3,735 | 0.0% | 0.07% | -5.6% |
| Q1 2023 | $349,559 | +2.5% | 3,735 | 0.0% | 0.07% | -9.0% |
| Q4 2022 | $341,043 | +10.7% | 3,735 | 0.0% | 0.08% | -3.7% |
| Q3 2022 | $308,000 | -7.5% | 3,735 | 0.0% | 0.08% | -4.7% |
| Q2 2022 | $333,000 | +95.9% | 3,735 | +125.0% | 0.08% | +112.5% |
| Q1 2022 | $170,000 | -1.7% | 1,660 | 0.0% | 0.04% | -4.8% |
| Q4 2021 | $173,000 | +3.6% | 1,660 | 0.0% | 0.04% | -6.7% |
| Q3 2021 | $167,000 | -4.6% | 1,660 | 0.0% | 0.04% | -6.2% |
| Q2 2021 | $175,000 | +4.8% | 1,660 | 0.0% | 0.05% | -7.7% |
| Q1 2021 | $167,000 | +23.7% | 1,660 | 0.0% | 0.05% | +13.0% |
| Q4 2020 | $135,000 | – | 1,660 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 857,041 | $119,831,000 | 16.58% |
| Noven Financial Group, Inc. | 124,603 | $17,422,000 | 11.11% |
| Palisades Hudson Asset Management, L.P. | 117,331 | $16,405,000 | 9.60% |
| Probity Advisors, Inc. | 148,405 | $20,750,000 | 7.83% |
| SONATA CAPITAL GROUP INC | 61,979 | $8,666,000 | 6.46% |
| HOME FEDERAL BANK OF TENNESSEE | 77,836 | $10,883,000 | 5.82% |
| NorthRock Partners, LLC | 85,667 | $11,965,000 | 5.01% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 138,297 | $19,814,000 | 4.53% |
| Wolf Group Capital Advisors | 39,414 | $5,511,000 | 4.24% |
| Leicht Financial Planning & Wealth Management, Inc. | 33,751 | $4,694,000 | 4.04% |