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 | $6,969,172 | -6.2% | 78,117 | +0.0% | 0.73% | -8.0% |
| Q2 2023 | $7,426,359 | +2.8% | 78,098 | +1.1% | 0.79% | -8.4% |
| Q1 2023 | $7,227,158 | +3.0% | 77,221 | +0.5% | 0.86% | -3.0% |
| Q4 2022 | $7,017,889 | +9.9% | 76,858 | -0.8% | 0.89% | -7.1% |
| Q3 2022 | $6,386,000 | -6.1% | 77,448 | +1.4% | 0.96% | -9.0% |
| Q2 2022 | $6,802,000 | -13.6% | 76,404 | -0.7% | 1.05% | -7.9% |
| Q1 2022 | $7,875,000 | -2.0% | 76,914 | +0.1% | 1.14% | +0.4% |
| Q4 2021 | $8,032,000 | +2.7% | 76,870 | -1.0% | 1.14% | -6.5% |
| Q3 2021 | $7,818,000 | -3.5% | 77,657 | +1.1% | 1.22% | -4.3% |
| Q2 2021 | $8,099,000 | +6.5% | 76,818 | +1.7% | 1.27% | -1.5% |
| Q1 2021 | $7,607,000 | +17.3% | 75,509 | -5.3% | 1.29% | +7.4% |
| Q4 2020 | $6,486,000 | +29.3% | 79,764 | +94.7% | 1.20% | +15.1% |
| Q3 2020 | $5,015,000 | -1.5% | 40,969 | -3.1% | 1.04% | -4.7% |
| Q2 2020 | $5,090,000 | +15.6% | 42,287 | -4.0% | 1.10% | -3.3% |
| Q1 2020 | $4,403,000 | -65.5% | 44,054 | -44.6% | 1.13% | -55.3% |
| Q4 2019 | $12,780,000 | +0.6% | 79,477 | -6.0% | 2.54% | -1.3% |
| Q3 2019 | $12,701,000 | -2.3% | 84,566 | -3.3% | 2.57% | -2.2% |
| Q2 2019 | $13,003,000 | -4.4% | 87,492 | -5.0% | 2.63% | -6.1% |
| Q1 2019 | $13,595,000 | +13.3% | 92,143 | +1.3% | 2.80% | +1.0% |
| Q4 2018 | $11,997,000 | – | 90,989 | – | 2.77% | – |
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% |