ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,950,006 | -5.5% | 34,167 | +4.1% | 0.40% | -4.8% |
| Q2 2023 | $3,120,384 | +7.1% | 32,815 | +5.4% | 0.42% | -6.7% |
| Q1 2023 | $2,913,340 | +5.1% | 31,129 | +2.5% | 0.45% | +5.6% |
| Q4 2022 | $2,773,142 | +18.0% | 30,371 | +6.6% | 0.43% | +8.9% |
| Q3 2022 | $2,350,000 | -14.3% | 28,497 | -7.5% | 0.39% | -6.4% |
| Q2 2022 | $2,742,000 | +23.2% | 30,797 | +41.6% | 0.42% | +34.7% |
| Q1 2022 | $2,226,000 | +60.6% | 21,745 | +63.9% | 0.31% | +57.9% |
| Q4 2021 | $1,386,000 | +88.3% | 13,264 | +81.4% | 0.20% | +69.8% |
| Q3 2021 | $736,000 | +508.3% | 7,312 | +539.7% | 0.12% | +510.5% |
| Q2 2021 | $121,000 | – | 1,143 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |