ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,991,961 | -7.0% | 22,326 | -0.9% | 0.10% | -2.9% |
Q2 2023 | $2,141,464 | +33.2% | 22,520 | +31.1% | 0.10% | +4.0% |
Q1 2023 | $1,608,102 | +1.4% | 17,182 | -1.0% | 0.10% | -11.6% |
Q4 2022 | $1,585,306 | +217.7% | 17,362 | +186.8% | 0.11% | +173.2% |
Q3 2022 | $499,000 | -51.5% | 6,054 | -47.6% | 0.04% | -52.3% |
Q2 2022 | $1,029,000 | +97.5% | 11,561 | +127.4% | 0.09% | +132.4% |
Q1 2022 | $521,000 | -2.8% | 5,084 | -0.9% | 0.04% | -7.5% |
Q4 2021 | $536,000 | +100.7% | 5,128 | +93.7% | 0.04% | +8.1% |
Q3 2021 | $267,000 | +1171.4% | 2,648 | +1387.6% | 0.04% | +208.3% |
Q2 2020 | $21,000 | – | 178 | – | 0.01% | – |
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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% |