ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $87,793 | -6.2% | 984 | 0.0% | 0.06% | -4.9% |
Q2 2023 | $93,569 | +1.6% | 984 | 0.0% | 0.06% | +1.7% |
Q1 2023 | $92,093 | +2.5% | 984 | 0.0% | 0.06% | -1.6% |
Q4 2022 | $89,849 | +10.9% | 984 | 0.0% | 0.06% | +3.4% |
Q3 2022 | $81,000 | -8.0% | 984 | 0.0% | 0.06% | -3.3% |
Q2 2022 | $88,000 | -12.9% | 984 | 0.0% | 0.06% | -3.2% |
Q1 2022 | $101,000 | -1.9% | 984 | 0.0% | 0.06% | +5.0% |
Q4 2021 | $103,000 | +1.0% | 984 | -3.0% | 0.06% | -3.2% |
Q3 2021 | $102,000 | -1.9% | 1,014 | +3.0% | 0.06% | -6.1% |
Q2 2021 | $104,000 | 0.0% | 984 | -4.6% | 0.07% | -2.9% |
Q1 2021 | $104,000 | +13.0% | 1,031 | -8.8% | 0.07% | -5.6% |
Q4 2020 | $92,000 | +33.3% | 1,130 | +100.0% | 0.07% | +24.1% |
Q3 2020 | $69,000 | +1.5% | 565 | 0.0% | 0.06% | -1.7% |
Q2 2020 | $68,000 | +21.4% | 565 | 0.0% | 0.06% | +3.5% |
Q1 2020 | $56,000 | -38.5% | 565 | 0.0% | 0.06% | -26.0% |
Q4 2019 | $91,000 | – | 565 | – | 0.08% | – |
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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% |