ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $899,338 | -6.2% | 10,080 | 0.0% | 0.56% | -3.3% |
| Q2 2023 | $958,507 | +1.6% | 10,080 | 0.0% | 0.58% | +6.8% |
| Q1 2023 | $943,387 | +2.5% | 10,080 | 0.0% | 0.54% | -1.6% |
| Q4 2022 | $920,405 | +10.8% | 10,080 | 0.0% | 0.55% | +34.9% |
| Q3 2022 | $831,000 | -7.4% | 10,080 | -5.3% | 0.41% | -7.4% |
| Q2 2022 | $897,000 | -13.1% | 10,639 | +5.5% | 0.44% | +31.5% |
| Q1 2022 | $1,032,000 | -2.0% | 10,080 | 0.0% | 0.34% | -15.3% |
| Q4 2021 | $1,053,000 | -0.9% | 10,080 | 0.0% | 0.40% | -4.1% |
| Q2 2021 | $1,063,000 | +4.7% | 10,080 | 0.0% | 0.42% | +4.0% |
| Q1 2021 | $1,015,000 | +23.8% | 10,080 | 0.0% | 0.40% | +16.3% |
| Q4 2020 | $820,000 | +32.9% | 10,080 | +100.0% | 0.34% | +17.1% |
| Q3 2020 | $617,000 | +1.6% | 5,040 | 0.0% | 0.29% | -6.7% |
| Q2 2020 | $607,000 | +20.4% | 5,040 | 0.0% | 0.31% | 0.0% |
| Q1 2020 | $504,000 | -37.8% | 5,040 | 0.0% | 0.31% | -38.3% |
| Q4 2019 | $810,000 | – | 5,040 | – | 0.51% | – |
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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% |