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 | $398,236 | -6.2% | 4,464 | 0.0% | 0.05% | -2.1% |
| Q2 2023 | $424,437 | +110.5% | 4,464 | +107.1% | 0.05% | +100.0% |
| Q1 2023 | $201,660 | -14.2% | 2,156 | -24.5% | 0.02% | -25.0% |
| Q3 2022 | $235,000 | -13.3% | 2,855 | -6.5% | 0.03% | -8.6% |
| Q2 2022 | $271,000 | -44.8% | 3,052 | -36.4% | 0.04% | -37.5% |
| Q1 2022 | $491,000 | +3.6% | 4,795 | +5.7% | 0.06% | +7.7% |
| Q4 2021 | $474,000 | +7.0% | 4,537 | +3.1% | 0.05% | +2.0% |
| Q3 2021 | $443,000 | +10.8% | 4,401 | +15.9% | 0.05% | +8.5% |
| Q2 2021 | $400,000 | +13.6% | 3,796 | +8.6% | 0.05% | -9.6% |
| Q1 2021 | $352,000 | +44.9% | 3,497 | +16.6% | 0.05% | +40.5% |
| Q4 2020 | $243,000 | +956.5% | 3,000 | +1594.9% | 0.04% | +640.0% |
| Q4 2018 | $23,000 | – | 177 | – | 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% |