ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $430,665 | -8.0% | 4,827 | -2.0% | 0.24% | -11.1% |
| Q2 2023 | $468,128 | +2.6% | 4,923 | +1.0% | 0.27% | -2.5% |
| Q1 2023 | $456,064 | +1.5% | 4,873 | -1.0% | 0.28% | -5.5% |
| Q4 2022 | $449,519 | +11.0% | 4,923 | 0.0% | 0.29% | 0.0% |
| Q3 2022 | $405,000 | -7.3% | 4,923 | +0.2% | 0.29% | -1.7% |
| Q2 2022 | $437,000 | -12.9% | 4,913 | +0.2% | 0.30% | +4.9% |
| Q1 2022 | $502,000 | -4.2% | 4,903 | -2.4% | 0.28% | +11.4% |
| Q4 2021 | $524,000 | – | 5,022 | – | 0.26% | – |
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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% |