ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $115,451 | -6.2% | 1,294 | 0.0% | 0.07% | -7.0% |
| Q2 2023 | $123,046 | +1.6% | 1,294 | 0.0% | 0.07% | -9.0% |
| Q1 2023 | $121,105 | +2.5% | 1,294 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $118,155 | +10.4% | 1,294 | 0.0% | 0.08% | -2.5% |
| Q3 2022 | $107,000 | -7.0% | 1,294 | 0.0% | 0.08% | -3.6% |
| Q2 2022 | $115,000 | -12.9% | 1,294 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $132,000 | -2.2% | 1,294 | 0.0% | 0.08% | +1.2% |
| Q4 2021 | $135,000 | +3.1% | 1,294 | 0.0% | 0.08% | -4.7% |
| Q3 2021 | $131,000 | -3.7% | 1,294 | 0.0% | 0.09% | -4.4% |
| Q2 2021 | $136,000 | +4.6% | 1,294 | 0.0% | 0.09% | -5.3% |
| Q1 2021 | $130,000 | +23.8% | 1,294 | 0.0% | 0.10% | +21.8% |
| Q4 2020 | $105,000 | +32.9% | 1,294 | +100.0% | 0.08% | +18.2% |
| Q3 2020 | $79,000 | +1.3% | 647 | 0.0% | 0.07% | -5.7% |
| Q2 2020 | $78,000 | +20.0% | 647 | 0.0% | 0.07% | +16.7% |
| Q1 2020 | $65,000 | -37.5% | 647 | 0.0% | 0.06% | -37.5% |
| Q4 2019 | $104,000 | – | 647 | – | 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% |