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 | $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 ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |