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 | $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 ↓ |
|---|---|---|---|
| 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% |