ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 722 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $285,272 | -5.3% | 2,933 | 0.0% | 0.11% | -8.6% |
| Q1 2024 | $301,373 | -15.7% | 2,933 | -15.4% | 0.12% | -16.5% |
| Q4 2023 | $357,424 | +15.6% | 3,468 | +0.1% | 0.14% | +6.9% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 156,279 | $16,001,000 | 22.71% |
| Portfolio Solutions, LLC | 1,160,614 | $118,835,000 | 15.18% |
| RGT Wealth Advisors, LLC | 880,912 | $90,197,000 | 14.34% |
| Palisades Hudson Asset Management, L.P. | 293,655 | $30,067,000 | 14.04% |
| Merriman Wealth Management, LLC | 1,491,341 | $152,698,000 | 12.54% |
| Barber Financial Group, Inc. | 761,251 | $77,945,000 | 10.38% |
| Retireful, LLC | 3,835 | $371,000 | 8.92% |
| Forbes Financial Planning, Inc. | 55,294 | $5,666,000 | 7.06% |
| Kaydan Wealth Management, Inc. | 136,531 | $13,979,375 | 6.18% |
| Probity Advisors, Inc. | 289,999 | $29,693,000 | 6.13% |