ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,906,327 | -11.9% | 21,242 | -6.6% | 0.14% | -10.8% |
| Q2 2023 | $2,162,733 | -9.5% | 22,744 | -10.9% | 0.16% | -24.4% |
| Q1 2023 | $2,389,696 | +5.4% | 25,534 | +2.8% | 0.21% | -1.9% |
| Q4 2022 | $2,267,861 | -99.9% | 24,837 | -1.5% | 0.21% | +8.1% |
| Q3 2022 | $2,079,947,000 | -19.4% | 25,227 | -13.0% | 0.20% | -18.6% |
| Q2 2022 | $2,581,457,000 | +2.3% | 28,995 | +17.7% | 0.24% | +22.8% |
| Q1 2022 | $2,522,896,000 | +19.3% | 24,640 | +21.7% | 0.20% | +22.4% |
| Q4 2021 | $2,114,983,000 | +23.4% | 20,241 | +18.9% | 0.16% | +9.5% |
| Q3 2021 | $1,714,155,000 | – | 17,027 | – | 0.15% | – |
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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% |