ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $223,827 | -6.2% | 2,509 | 0.0% | 0.02% | -4.2% |
| Q2 2023 | $238,553 | +1.6% | 2,509 | 0.0% | 0.02% | -4.0% |
| Q1 2023 | $234,790 | +4.5% | 2,509 | +2.0% | 0.02% | +4.2% |
| Q4 2022 | $224,714 | -22.5% | 2,461 | -30.1% | 0.02% | -25.0% |
| Q3 2022 | $290,000 | -10.8% | 3,522 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $325,000 | +28.5% | 3,522 | +42.7% | 0.03% | +33.3% |
| Q1 2022 | $253,000 | -5.6% | 2,468 | -2.0% | 0.02% | 0.0% |
| Q4 2021 | $268,000 | +28.8% | 2,518 | +25.9% | 0.02% | +33.3% |
| Q3 2021 | $208,000 | -29.5% | 2,000 | -28.6% | 0.02% | -40.0% |
| Q2 2021 | $295,000 | -14.0% | 2,800 | -41.7% | 0.03% | -23.1% |
| Q1 2021 | $343,000 | -6.5% | 4,800 | -62.5% | 0.04% | -20.4% |
| Q4 2020 | $367,000 | +2.2% | 12,800 | +222.0% | 0.05% | -19.7% |
| Q2 2020 | $359,000 | -5.0% | 3,975 | +5.1% | 0.06% | -41.3% |
| Q1 2020 | $378,000 | – | 3,783 | – | 0.10% | – |
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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% |