ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,011 | -10.8% | 4,999 | -5.0% | 0.13% | -9.2% |
| Q2 2023 | $500,174 | +1.6% | 5,260 | 0.0% | 0.14% | -4.7% |
| Q1 2023 | $492,284 | +2.5% | 5,260 | 0.0% | 0.15% | -4.5% |
| Q4 2022 | $480,291 | +4.2% | 5,260 | -5.9% | 0.16% | -7.7% |
| Q3 2022 | $461,000 | -4.6% | 5,587 | +2.9% | 0.17% | -3.4% |
| Q2 2022 | $483,000 | -13.0% | 5,428 | +0.1% | 0.18% | -2.8% |
| Q1 2022 | $555,000 | -2.5% | 5,424 | -0.4% | 0.18% | +1.7% |
| Q4 2021 | $569,000 | +4.6% | 5,446 | +0.8% | 0.18% | -2.2% |
| Q3 2021 | $544,000 | -4.6% | 5,402 | 0.0% | 0.18% | -5.2% |
| Q2 2021 | $570,000 | +4.8% | 5,402 | 0.0% | 0.19% | -4.0% |
| Q1 2021 | $544,000 | +23.9% | 5,402 | 0.0% | 0.20% | +16.4% |
| Q4 2020 | $439,000 | – | 5,402 | – | 0.17% | – |
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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% |