ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 743 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $206,680 | +0.9% | 2,080 | +0.1% | 0.04% | 0.0% |
| Q2 2023 | $204,794 | +6.0% | 2,077 | -1.8% | 0.04% | -7.1% |
| Q4 2022 | $193,166 | +12.3% | 2,115 | +1.1% | 0.04% | +7.7% |
| Q3 2022 | $172,000 | -7.5% | 2,091 | 0.0% | 0.04% | -4.9% |
| Q2 2022 | $186,000 | -13.1% | 2,091 | +0.0% | 0.04% | -2.4% |
| Q1 2022 | $214,000 | -1.8% | 2,090 | +0.0% | 0.04% | 0.0% |
| Q4 2021 | $218,000 | +20.4% | 2,089 | +16.4% | 0.04% | +16.7% |
| Q3 2021 | $181,000 | +223.2% | 1,794 | +222.7% | 0.04% | +200.0% |
| Q1 2021 | $56,000 | -61.6% | 556 | -69.0% | 0.01% | -60.0% |
| Q4 2020 | $146,000 | – | 1,792 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Johnson Midwest Financial, LLC | 156,279 | $16,001,000 | 22.71% |
| Portfolio Solutions, LLC | 1,160,614 | $118,835,000 | 15.18% |
| RGT Wealth Advisors, LLC | 880,912 | $90,197,000 | 14.34% |
| Palisades Hudson Asset Management, L.P. | 293,655 | $30,067,000 | 14.04% |
| Merriman Wealth Management, LLC | 1,491,341 | $152,698,000 | 12.54% |
| Barber Financial Group, Inc. | 761,251 | $77,945,000 | 10.38% |
| Retireful, LLC | 3,835 | $371,000 | 8.92% |
| Forbes Financial Planning, Inc. | 55,294 | $5,666,000 | 7.06% |
| Kaydan Wealth Management, Inc. | 136,531 | $13,979,375 | 6.18% |
| Probity Advisors, Inc. | 289,999 | $29,693,000 | 6.13% |