ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $79,584 | -6.2% | 892 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $84,820 | -44.8% | 892 | -45.7% | 0.01% | -50.0% |
| Q1 2023 | $153,675 | +2.5% | 1,642 | 0.0% | 0.02% | 0.0% |
| Q4 2022 | $149,931 | +11.1% | 1,642 | 0.0% | 0.02% | -21.7% |
| Q3 2022 | $135,000 | -7.5% | 1,642 | 0.0% | 0.02% | -4.2% |
| Q2 2022 | $146,000 | -13.1% | 1,642 | 0.0% | 0.02% | -7.7% |
| Q1 2022 | $168,000 | – | 1,642 | – | 0.03% | – |
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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% |