ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,832 | -6.2% | 1,377 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $130,913 | +1.6% | 1,377 | 0.0% | 0.03% | -3.7% |
| Q1 2023 | $128,848 | +19.1% | 1,377 | +16.2% | 0.03% | +12.5% |
| Q4 2022 | $108,177 | +10.4% | 1,185 | 0.0% | 0.02% | 0.0% |
| Q3 2022 | $98,000 | -6.7% | 1,185 | 0.0% | 0.02% | -4.0% |
| Q2 2022 | $105,000 | -13.2% | 1,185 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $121,000 | -2.4% | 1,185 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $124,000 | +4.2% | 1,185 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $119,000 | -4.8% | 1,185 | 0.0% | 0.03% | -3.7% |
| Q2 2021 | $125,000 | +5.0% | 1,185 | 0.0% | 0.03% | -6.9% |
| Q1 2021 | $119,000 | +36.8% | 1,185 | +10.9% | 0.03% | +26.1% |
| Q4 2020 | $87,000 | +33.8% | 1,069 | +100.2% | 0.02% | +21.1% |
| Q3 2020 | $65,000 | +1.6% | 534 | +0.4% | 0.02% | -9.5% |
| Q2 2020 | $64,000 | +20.8% | 532 | +0.4% | 0.02% | +5.0% |
| Q1 2020 | $53,000 | -62.1% | 530 | -39.0% | 0.02% | -54.5% |
| Q4 2019 | $140,000 | +7.7% | 869 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $130,000 | -45.4% | 869 | -45.9% | 0.04% | -47.6% |
| Q2 2019 | $238,000 | +30.8% | 1,605 | +30.4% | 0.08% | +25.4% |
| Q1 2019 | $182,000 | +12.3% | 1,231 | 0.0% | 0.07% | +3.1% |
| Q4 2018 | $162,000 | – | 1,231 | – | 0.06% | – |
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% |