ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,484,583 | -7.5% | 17,041 | +1.6% | 0.38% | -4.3% |
| Q2 2023 | $1,605,814 | +3.0% | 16,771 | -0.1% | 0.40% | -2.4% |
| Q1 2023 | $1,558,675 | -21.5% | 16,791 | -16.6% | 0.41% | -23.7% |
| Q4 2022 | $1,986,637 | +6.4% | 20,138 | -5.8% | 0.54% | -6.6% |
| Q3 2022 | $1,867,000 | -20.8% | 21,381 | -12.0% | 0.57% | -16.0% |
| Q2 2022 | $2,358,000 | -19.6% | 24,304 | -17.4% | 0.68% | -12.3% |
| Q1 2022 | $2,932,000 | -5.9% | 29,416 | -0.2% | 0.78% | -4.7% |
| Q4 2021 | $3,116,000 | -2.9% | 29,469 | -4.7% | 0.82% | -7.5% |
| Q3 2021 | $3,210,000 | +5.4% | 30,927 | +0.4% | 0.88% | +1.3% |
| Q2 2021 | $3,045,000 | -4.9% | 30,809 | -1.7% | 0.87% | -16.2% |
| Q1 2021 | $3,201,000 | +2.9% | 31,352 | -6.9% | 1.04% | -1.7% |
| Q4 2020 | $3,111,000 | +26.0% | 33,689 | -11.5% | 1.06% | +6.9% |
| Q3 2020 | $2,469,000 | -4.3% | 38,080 | +97.4% | 0.99% | -4.6% |
| Q2 2020 | $2,579,000 | +27.1% | 19,292 | -3.6% | 1.04% | +2.5% |
| Q1 2020 | $2,029,000 | -22.9% | 20,005 | +20.8% | 1.01% | -13.5% |
| Q4 2019 | $2,633,000 | +0.2% | 16,557 | -0.4% | 1.17% | -8.7% |
| Q3 2019 | $2,628,000 | – | 16,619 | – | 1.28% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |