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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $362,806 | +10.3% | 3,973 | -0.5% | 0.16% | +1.2% |
| Q3 2022 | $329,000 | -7.3% | 3,993 | 0.0% | 0.16% | -5.3% |
| Q2 2022 | $355,000 | -12.8% | 3,993 | +0.5% | 0.17% | -35.5% |
| Q1 2022 | $407,000 | -1.9% | 3,972 | 0.0% | 0.26% | +12.8% |
| Q4 2021 | $415,000 | -36.8% | 3,972 | -39.1% | 0.24% | -42.8% |
| Q3 2021 | $657,000 | -4.1% | 6,522 | +0.3% | 0.41% | -4.4% |
| Q2 2021 | $685,000 | -10.9% | 6,500 | -14.9% | 0.43% | -16.3% |
| Q1 2021 | $769,000 | +24.2% | 7,634 | +0.2% | 0.51% | 0.0% |
| Q4 2020 | $619,000 | – | 7,616 | – | 0.51% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 788,291 | $94,887,000 | 13.55% |
| Palisades Hudson Asset Management, L.P. | 113,810 | $13,699,000 | 9.36% |
| One Wealth Advisors, LLC | 69,627 | $8,381,000 | 6.66% |
| Probity Advisors, Inc. | 134,440 | $16,183,000 | 5.01% |
| Centerpoint Advisors, LLC | 41,847 | $5,037,000 | 4.07% |
| MACRO Consulting Group | 42,389 | $5,102,000 | 3.54% |
| SPC Financial, Inc. | 140,190 | $16,875,000 | 3.52% |
| Ellis Investment Partners, LLC | 74,105 | $8,748,000 | 3.28% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 29,057 | $3,498,000 | 3.19% |
| Broadview Financial Management, LLC | 30,397 | $3,659,000 | 2.93% |