ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $450,799 | -6.2% | 5,053 | 0.0% | 0.06% | -8.8% |
| Q2 2023 | $480,458 | +1.6% | 5,053 | 0.0% | 0.07% | -10.5% |
| Q1 2023 | $472,879 | +2.5% | 5,053 | 0.0% | 0.08% | -27.6% |
| Q4 2022 | $461,359 | +10.6% | 5,053 | 0.0% | 0.10% | -5.4% |
| Q3 2022 | $417,000 | -7.3% | 5,053 | 0.0% | 0.11% | +38.8% |
| Q2 2022 | $450,000 | -13.0% | 5,053 | 0.0% | 0.08% | -1.2% |
| Q1 2022 | $517,000 | -3.7% | 5,053 | -1.8% | 0.08% | +26.6% |
| Q4 2021 | $537,000 | +3.7% | 5,144 | 0.0% | 0.06% | -14.7% |
| Q3 2021 | $518,000 | -4.4% | 5,144 | 0.0% | 0.08% | -16.7% |
| Q2 2021 | $542,000 | +8.6% | 5,144 | +3.8% | 0.09% | -15.1% |
| Q1 2021 | $499,000 | – | 4,956 | – | 0.11% | – |
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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% |