ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,550,290 | -5.4% | 62,209 | +0.8% | 0.65% | -4.0% |
| Q2 2023 | $5,868,482 | +1.3% | 61,715 | -0.3% | 0.68% | -6.1% |
| Q1 2023 | $5,793,207 | +3.9% | 61,900 | +1.4% | 0.72% | +0.7% |
| Q4 2022 | $5,574,460 | +6.5% | 61,050 | -3.8% | 0.72% | -4.0% |
| Q3 2022 | $5,235,000 | -8.5% | 63,494 | -1.2% | 0.75% | -4.2% |
| Q2 2022 | $5,719,000 | -12.6% | 64,234 | +0.5% | 0.78% | -10.1% |
| Q1 2022 | $6,543,000 | -7.9% | 63,906 | -6.0% | 0.87% | -1.8% |
| Q4 2021 | $7,106,000 | +4.2% | 68,006 | +0.4% | 0.88% | -6.6% |
| Q3 2021 | $6,819,000 | -6.2% | 67,735 | -1.7% | 0.95% | -8.0% |
| Q2 2021 | $7,266,000 | +6.0% | 68,916 | +1.3% | 1.03% | -3.6% |
| Q1 2021 | $6,856,000 | +25.1% | 68,053 | +0.9% | 1.07% | -1.4% |
| Q4 2020 | $5,482,000 | +40.6% | 67,427 | +111.6% | 1.08% | +22.3% |
| Q3 2020 | $3,900,000 | -9.2% | 31,860 | -10.7% | 0.88% | -18.4% |
| Q2 2020 | $4,295,000 | +5.2% | 35,686 | -12.6% | 1.08% | -0.5% |
| Q1 2020 | $4,081,000 | +15.1% | 40,839 | +85.2% | 1.09% | +38.2% |
| Q4 2019 | $3,545,000 | – | 22,046 | – | 0.79% | – |
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% |