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 | $7,707,379 | -8.2% | 86,386 | -2.1% | 3.95% | -5.1% |
Q2 2023 | $8,392,861 | -0.1% | 88,262 | -1.7% | 4.16% | -8.8% |
Q1 2023 | $8,403,336 | -1.5% | 89,789 | -3.9% | 4.56% | -10.4% |
Q4 2022 | $8,532,731 | +12.0% | 93,448 | +1.1% | 5.09% | -4.7% |
Q3 2022 | $7,619,000 | -2.7% | 92,411 | +5.1% | 5.34% | -2.9% |
Q2 2022 | $7,829,000 | -9.6% | 87,933 | +3.9% | 5.50% | +0.9% |
Q1 2022 | $8,663,000 | -0.9% | 84,606 | +1.2% | 5.45% | -0.2% |
Q4 2021 | $8,738,000 | +6.2% | 83,623 | +2.4% | 5.46% | +4.4% |
Q3 2021 | $8,224,000 | -2.1% | 81,694 | +2.6% | 5.24% | -4.0% |
Q2 2021 | $8,397,000 | +8.4% | 79,647 | +3.6% | 5.45% | -1.3% |
Q1 2021 | $7,748,000 | +29.2% | 76,909 | +4.3% | 5.52% | +14.5% |
Q4 2020 | $5,996,000 | – | 73,747 | – | 4.83% | – |
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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% |