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 | $3,753,485 | -13.5% | 42,070 | -7.8% | 2.64% | -10.3% |
| Q2 2023 | $4,340,193 | +125958.5% | 45,643 | +21.0% | 2.95% | -0.8% |
| Q4 2022 | $3,443 | -99.9% | 37,708 | +0.8% | 2.97% | -2.1% |
| Q3 2022 | $3,085,000 | -7.2% | 37,417 | +0.2% | 3.04% | +3.5% |
| Q2 2022 | $3,326,000 | -14.9% | 37,353 | -2.1% | 2.93% | -0.1% |
| Q1 2022 | $3,907,000 | -1.6% | 38,158 | +0.4% | 2.93% | +1.1% |
| Q4 2021 | $3,969,000 | +3.0% | 37,988 | -0.8% | 2.90% | -5.7% |
| Q3 2021 | $3,855,000 | -4.7% | 38,297 | -0.2% | 3.08% | +0.5% |
| Q2 2021 | $4,047,000 | +4.3% | 38,389 | -0.4% | 3.06% | -3.3% |
| Q1 2021 | $3,881,000 | +18.9% | 38,529 | -4.0% | 3.16% | +11.2% |
| Q4 2020 | $3,264,000 | +31.3% | 40,140 | +97.8% | 2.85% | +15.7% |
| Q3 2020 | $2,485,000 | +0.9% | 20,297 | -0.8% | 2.46% | -4.3% |
| Q2 2020 | $2,463,000 | +24.8% | 20,462 | +3.6% | 2.57% | -0.9% |
| Q1 2020 | $1,974,000 | -36.6% | 19,751 | +2.0% | 2.59% | -15.6% |
| Q4 2019 | $3,113,000 | – | 19,361 | – | 3.07% | – |
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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% |