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 | $30,852 | -6.2% | 346 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $32,882 | +2.0% | 346 | +0.6% | 0.01% | 0.0% |
| Q1 2023 | $32,230 | +2.9% | 344 | +0.3% | 0.01% | -7.7% |
| Q4 2022 | $31,333 | +4.4% | 343 | +0.9% | 0.01% | +8.3% |
| Q2 2022 | $30,000 | -14.3% | 340 | +0.3% | 0.01% | -7.7% |
| Q1 2022 | $35,000 | 0.0% | 339 | +0.3% | 0.01% | -7.1% |
| Q4 2021 | $35,000 | +2.9% | 338 | +0.9% | 0.01% | -6.7% |
| Q3 2021 | $34,000 | -2.9% | 335 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $35,000 | +2.9% | 335 | +0.6% | 0.02% | -6.2% |
| Q1 2021 | $34,000 | +25.9% | 333 | 0.0% | 0.02% | +14.3% |
| Q4 2020 | $27,000 | +35.0% | 333 | +99.4% | 0.01% | +16.7% |
| Q3 2020 | $20,000 | 0.0% | 167 | +0.6% | 0.01% | -7.7% |
| Q2 2020 | $20,000 | +25.0% | 166 | +1.2% | 0.01% | 0.0% |
| Q1 2020 | $16,000 | -38.5% | 164 | 0.0% | 0.01% | -23.5% |
| Q4 2019 | $26,000 | – | 164 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,386,130 | $139,639,000 | 16.94% |
| RGT Wealth Advisors, LLC | 848,419 | $85,470,000 | 16.68% |
| Johnson Midwest Financial, LLC | 148,540 | $14,964,000 | 15.66% |
| Palisades Hudson Asset Management, L.P. | 310,982 | $31,328,000 | 14.91% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,249 | $29,240,000 | 12.66% |
| Barber Financial Group, Inc. | 527,197 | $53,110,000 | 7.75% |
| Polianta Ltd | 120,100 | $12,098,000 | 6.71% |
| Probity Advisors, Inc. | 284,076 | $28,618,000 | 6.39% |
| SAX WEALTH ADVISORS, LLC | 156,720 | $15,788,000 | 5.78% |
| Sterling Financial Planning, Inc. | 76,909 | $7,748,000 | 5.52% |