ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $140,877 | -17.7% | 1,579 | -12.3% | 0.11% | -15.2% |
| Q2 2023 | $171,252 | -4.0% | 1,801 | -5.6% | 0.13% | -2.2% |
| Q1 2023 | $178,458 | +2.9% | 1,907 | +0.4% | 0.14% | -2.9% |
| Q4 2022 | $173,481 | +20.5% | 1,900 | +8.8% | 0.14% | +16.8% |
| Q3 2022 | $144,000 | -6.5% | 1,746 | +0.6% | 0.12% | -23.2% |
| Q2 2022 | $154,000 | -9.4% | 1,735 | +4.3% | 0.16% | +1.3% |
| Q1 2022 | $170,000 | -99.9% | 1,663 | -0.2% | 0.15% | -7.8% |
| Q4 2021 | $174,124,000 | – | 1,666 | – | 0.17% | – |
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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% |