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 | $1,356,524 | -4.3% | 15,204 | +2.0% | 0.73% | -2.7% |
| Q2 2023 | $1,417,626 | +46.8% | 14,908 | +44.5% | 0.75% | +28.7% |
| Q1 2023 | $965,660 | +23.0% | 10,318 | +20.0% | 0.58% | +60.5% |
| Q4 2022 | $784,891 | +1.9% | 8,596 | -7.9% | 0.36% | -35.0% |
| Q3 2022 | $770,000 | -3.6% | 9,337 | +4.1% | 0.56% | +2.0% |
| Q2 2022 | $799,000 | -9.4% | 8,970 | +4.1% | 0.55% | +6.6% |
| Q1 2022 | $882,000 | -3.4% | 8,617 | -1.4% | 0.51% | +0.6% |
| Q4 2021 | $913,000 | +4.1% | 8,739 | +0.4% | 0.51% | -5.0% |
| Q3 2021 | $877,000 | +3.2% | 8,708 | +8.0% | 0.54% | +2.1% |
| Q2 2021 | $850,000 | +3.2% | 8,066 | -1.4% | 0.52% | -0.2% |
| Q1 2021 | $824,000 | +63.8% | 8,180 | +32.3% | 0.53% | +46.9% |
| Q4 2020 | $503,000 | +43.3% | 6,181 | +115.8% | 0.36% | +30.2% |
| Q3 2020 | $351,000 | +2.6% | 2,864 | +0.9% | 0.28% | 0.0% |
| Q2 2020 | $342,000 | +6.2% | 2,838 | -12.0% | 0.28% | -7.4% |
| Q1 2020 | $322,000 | -36.6% | 3,226 | +2.2% | 0.30% | -23.8% |
| Q4 2019 | $508,000 | – | 3,157 | – | 0.39% | – |
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% |