ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,629 | -5.4% | 758 | +0.8% | 0.01% | -6.7% |
| Q2 2023 | $71,460 | -17.2% | 752 | -18.4% | 0.02% | -37.5% |
| Q1 2023 | $86,265 | +6.2% | 922 | +3.7% | 0.02% | 0.0% |
| Q4 2022 | $81,218 | +8.3% | 889 | +5.0% | 0.02% | +14.3% |
| Q2 2022 | $75,000 | -9.6% | 847 | +3.9% | 0.02% | 0.0% |
| Q1 2022 | $83,000 | -39.9% | 815 | -38.2% | 0.02% | -38.2% |
| Q4 2021 | $138,000 | +375.9% | 1,319 | +359.6% | 0.03% | +183.3% |
| Q3 2021 | $29,000 | -14.7% | 287 | -11.7% | 0.01% | +20.0% |
| Q2 2021 | $34,000 | +142.9% | 325 | +140.7% | 0.01% | +100.0% |
| Q1 2021 | $14,000 | -48.1% | 135 | -59.6% | 0.01% | -76.2% |
| Q4 2020 | $27,000 | – | 334 | – | 0.02% | – |
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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% |