ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $230,302 | -7.6% | 2,581 | -1.5% | 0.14% | -9.0% |
| Q2 2023 | $249,258 | +1.6% | 2,621 | +0.0% | 0.16% | -11.4% |
| Q1 2023 | $245,248 | -1.2% | 2,620 | -3.7% | 0.18% | -13.8% |
| Q4 2022 | $248,340 | -0.7% | 2,720 | -10.3% | 0.20% | -6.0% |
| Q3 2022 | $250,000 | -6.0% | 3,033 | +1.5% | 0.22% | -5.7% |
| Q2 2022 | $266,000 | -3.6% | 2,989 | +0.0% | 0.23% | +5.0% |
| Q1 2022 | $276,000 | -11.3% | 2,988 | +0.4% | 0.22% | -0.9% |
| Q4 2021 | $311,000 | +3.7% | 2,977 | +0.1% | 0.22% | -3.9% |
| Q3 2021 | $300,000 | -4.5% | 2,975 | -0.1% | 0.23% | -3.8% |
| Q2 2021 | $314,000 | +4.0% | 2,979 | -0.7% | 0.24% | -8.8% |
| Q1 2021 | $302,000 | +20.3% | 3,000 | -2.8% | 0.26% | +7.0% |
| Q4 2020 | $251,000 | – | 3,087 | – | 0.24% | – |
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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% |