ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,096 | -14.8% | 3,464 | -9.2% | 0.13% | -12.8% |
| Q2 2023 | $362,713 | +1.7% | 3,814 | +0.0% | 0.15% | -0.7% |
| Q1 2023 | $356,823 | +2.5% | 3,813 | +0.1% | 0.15% | -1.3% |
| Q4 2022 | $347,958 | +2.6% | 3,811 | -7.3% | 0.15% | -5.6% |
| Q3 2022 | $339,000 | -55.2% | 4,112 | -51.6% | 0.16% | -54.3% |
| Q2 2022 | $756,000 | +1.3% | 8,492 | +18.9% | 0.35% | +5.1% |
| Q1 2022 | $746,000 | 0.0% | 7,140 | 0.0% | 0.34% | 0.0% |
| Q4 2021 | $746,000 | +106.1% | 7,140 | +98.4% | 0.34% | +64.2% |
| Q3 2021 | $362,000 | +4.6% | 3,599 | +9.7% | 0.20% | +1.0% |
| Q2 2021 | $346,000 | +6.5% | 3,282 | 0.0% | 0.20% | -4.3% |
| Q1 2021 | $325,000 | +13.6% | 3,282 | 0.0% | 0.21% | -14.2% |
| Q4 2020 | $286,000 | – | 3,282 | – | 0.25% | – |
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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% |