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 | $981,914 | -5.9% | 11,006 | +0.3% | 0.35% | -5.1% |
| Q2 2023 | $1,043,379 | +1.3% | 10,973 | -0.3% | 0.37% | -2.6% |
| Q1 2023 | $1,029,854 | -7.3% | 11,004 | -9.6% | 0.38% | -14.9% |
| Q4 2022 | $1,111,364 | -6.9% | 12,171 | -16.0% | 0.45% | -13.5% |
| Q3 2022 | $1,194,000 | -8.3% | 14,481 | -1.0% | 0.52% | -6.8% |
| Q2 2022 | $1,302,000 | -14.2% | 14,628 | -1.3% | 0.56% | -40.3% |
| Q1 2022 | $1,517,000 | -5.0% | 14,820 | -3.0% | 0.93% | +38.4% |
| Q4 2021 | $1,597,000 | +1.3% | 15,286 | -2.3% | 0.68% | -10.1% |
| Q3 2021 | $1,576,000 | -1.9% | 15,652 | +2.7% | 0.75% | -14.2% |
| Q2 2021 | $1,607,000 | -2.5% | 15,241 | -6.8% | 0.88% | -34.9% |
| Q1 2021 | $1,648,000 | +13.6% | 16,361 | -8.3% | 1.34% | -19.4% |
| Q4 2020 | $1,451,000 | +31.3% | 17,844 | +97.7% | 1.67% | +2.6% |
| Q3 2020 | $1,105,000 | +9.6% | 9,027 | +7.8% | 1.62% | +7.2% |
| Q2 2020 | $1,008,000 | -3.3% | 8,372 | -19.7% | 1.52% | -7.6% |
| Q1 2020 | $1,042,000 | -36.3% | 10,431 | +2.5% | 1.64% | -15.9% |
| Q4 2019 | $1,637,000 | – | 10,181 | – | 1.95% | – |
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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% |