ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $406,000 | -10.4% | 3,848 | -14.3% | 0.16% | -31.9% |
| Q1 2021 | $453,000 | +25.1% | 4,492 | +0.8% | 0.24% | +11.2% |
| Q4 2020 | $362,000 | +34.6% | 4,458 | +103.3% | 0.21% | +8.6% |
| Q3 2020 | $269,000 | +1.9% | 2,193 | 0.0% | 0.20% | -18.3% |
| Q2 2020 | $264,000 | +20.5% | 2,193 | 0.0% | 0.24% | -1.6% |
| Q1 2020 | $219,000 | -22.6% | 2,193 | +24.5% | 0.24% | +2.5% |
| Q4 2019 | $283,000 | – | 1,761 | – | 0.24% | – |
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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% |