ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 468 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.60 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $210,000 | -6.7% | 1,837 | +0.1% | 0.04% | -2.6% |
| Q4 2021 | $225,000 | +6.6% | 1,836 | +0.9% | 0.04% | +2.6% |
| Q3 2021 | $211,000 | -13.2% | 1,819 | -9.7% | 0.04% | -15.6% |
| Q2 2021 | $243,000 | -44.8% | 2,015 | -50.6% | 0.04% | +9.8% |
| Q1 2021 | $440,000 | +113.6% | 4,079 | +97.5% | 0.04% | +10.8% |
| Q4 2020 | $206,000 | -19.2% | 2,065 | +19.2% | 0.04% | -39.3% |
| Q2 2020 | $255,000 | +18.1% | 1,732 | -0.6% | 0.06% | -7.6% |
| Q1 2020 | $216,000 | – | 1,743 | – | 0.07% | – |
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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% |