ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $979,759 | -12.5% | 10,981 | -6.8% | 0.61% | -13.2% |
| Q2 2023 | $1,120,197 | -1.3% | 11,780 | -2.9% | 0.70% | -11.2% |
| Q1 2023 | $1,135,129 | +1.2% | 12,129 | +1.1% | 0.79% | -15.2% |
| Q4 2022 | $1,121,126 | +1.9% | 12,000 | -7.7% | 0.94% | -3.3% |
| Q3 2022 | $1,100,000 | -6.1% | 13,000 | 0.0% | 0.97% | -5.5% |
| Q2 2022 | $1,171,000 | -15.0% | 13,000 | 0.0% | 1.02% | +4.3% |
| Q1 2022 | $1,377,000 | -3.0% | 13,000 | -7.1% | 0.98% | +0.6% |
| Q4 2021 | $1,420,000 | +4.9% | 14,000 | +4.1% | 0.98% | -2.8% |
| Q3 2021 | $1,354,000 | -5.3% | 13,447 | -0.9% | 1.00% | +0.7% |
| Q2 2021 | $1,430,000 | +1.9% | 13,565 | -2.5% | 1.00% | -5.0% |
| Q1 2021 | $1,404,000 | +4.7% | 13,913 | -7.2% | 1.05% | -0.2% |
| Q4 2020 | $1,341,000 | – | 14,992 | – | 1.05% | – |
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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% |