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 ↓ |
|---|---|---|---|
| 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% |