ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $321,627 | -16.9% | 3,607 | -11.5% | 0.13% | -12.1% |
| Q2 2023 | $387,195 | +2.0% | 4,074 | +0.5% | 0.15% | -2.6% |
| Q1 2023 | $379,494 | +2.9% | 4,054 | +0.4% | 0.15% | -1.9% |
| Q4 2022 | $368,910 | +11.1% | 4,039 | +0.3% | 0.16% | +2.6% |
| Q3 2022 | $332,000 | -6.7% | 4,028 | +0.6% | 0.15% | -1.3% |
| Q2 2022 | $356,000 | -12.7% | 4,004 | +0.3% | 0.15% | -0.6% |
| Q1 2022 | $408,000 | -1.9% | 3,992 | +0.3% | 0.16% | +2.6% |
| Q4 2021 | $416,000 | +4.5% | 3,981 | +0.5% | 0.15% | +4.1% |
| Q3 2021 | $398,000 | -4.1% | 3,961 | +0.5% | 0.14% | -9.9% |
| Q2 2021 | $415,000 | +4.8% | 3,943 | +0.2% | 0.16% | -1.8% |
| Q1 2021 | $396,000 | +33.3% | 3,934 | +7.7% | 0.16% | +19.7% |
| Q4 2020 | $297,000 | +33.2% | 3,654 | +100.0% | 0.14% | +11.4% |
| Q3 2020 | $223,000 | 0.0% | 1,827 | -1.7% | 0.12% | -0.8% |
| Q2 2020 | $223,000 | -72.3% | 1,858 | -77.0% | 0.12% | -76.3% |
| Q1 2020 | $805,000 | -37.6% | 8,062 | +0.4% | 0.52% | -16.8% |
| Q4 2019 | $1,290,000 | +7.5% | 8,027 | +0.4% | 0.63% | -4.1% |
| Q3 2019 | $1,200,000 | +14.2% | 7,996 | +13.0% | 0.66% | +10.6% |
| Q2 2019 | $1,051,000 | +1.1% | 7,073 | +0.3% | 0.59% | -3.3% |
| Q1 2019 | $1,040,000 | +12.4% | 7,049 | +0.4% | 0.61% | +2.2% |
| Q4 2018 | $925,000 | – | 7,022 | – | 0.60% | – |
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% |