ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $757,106 | -1.0% | 8,090 | -3.4% | 0.76% | -4.6% |
| Q4 2022 | $764,668 | -34.6% | 8,374 | -24.4% | 0.80% | -20.9% |
| Q2 2021 | $1,169,000 | +3.8% | 11,084 | -0.9% | 1.01% | +0.4% |
| Q1 2021 | $1,126,000 | +22.9% | 11,180 | -0.7% | 1.00% | +16.2% |
| Q4 2020 | $916,000 | -33.1% | 11,261 | -17.8% | 0.86% | -36.3% |
| Q1 2020 | $1,369,000 | +43.7% | 13,701 | +131.3% | 1.36% | +52.5% |
| Q4 2019 | $953,000 | – | 5,924 | – | 0.89% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 857,041 | $119,831,000 | 16.58% |
| Noven Financial Group, Inc. | 124,603 | $17,422,000 | 11.11% |
| Palisades Hudson Asset Management, L.P. | 117,331 | $16,405,000 | 9.60% |
| Probity Advisors, Inc. | 148,405 | $20,750,000 | 7.83% |
| SONATA CAPITAL GROUP INC | 61,979 | $8,666,000 | 6.46% |
| HOME FEDERAL BANK OF TENNESSEE | 77,836 | $10,883,000 | 5.82% |
| NorthRock Partners, LLC | 85,667 | $11,965,000 | 5.01% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 138,297 | $19,814,000 | 4.53% |
| Wolf Group Capital Advisors | 39,414 | $5,511,000 | 4.24% |
| Leicht Financial Planning & Wealth Management, Inc. | 33,751 | $4,694,000 | 4.04% |