ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $20,610 | -25.0% | 231 | -20.1% | 0.01% | -18.2% |
Q2 2023 | $27,481 | +232.6% | 289 | +221.1% | 0.01% | +175.0% |
Q1 2023 | $8,262 | -60.8% | 90 | -61.0% | 0.00% | -60.0% |
Q4 2022 | $21,093 | +11.0% | 231 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $19,000 | -29.6% | 231 | -25.0% | 0.01% | -28.6% |
Q2 2022 | $27,000 | +12.5% | 308 | +33.3% | 0.01% | +27.3% |
Q1 2022 | $24,000 | +9.1% | 231 | +7.4% | 0.01% | +22.2% |
Q4 2021 | $22,000 | +46.7% | 215 | +40.5% | 0.01% | +28.6% |
Q3 2021 | $15,000 | 0.0% | 153 | 0.0% | 0.01% | 0.0% |
Q2 2021 | $15,000 | +114.3% | 153 | +118.6% | 0.01% | +133.3% |
Q1 2021 | $7,000 | +16.7% | 70 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $6,000 | +20.0% | 70 | +100.0% | 0.00% | 0.0% |
Q3 2020 | $5,000 | – | 35 | – | 0.00% | – |
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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% |