ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,714,709 | -6.7% | 52,844 | -0.5% | 2.81% | -6.2% |
| Q2 2023 | $5,051,241 | +3.7% | 53,121 | +2.1% | 3.00% | -3.9% |
| Q1 2023 | $4,870,015 | +3.6% | 52,036 | +1.1% | 3.12% | -3.5% |
| Q4 2022 | $4,698,596 | +9.5% | 51,458 | -1.1% | 3.23% | -1.2% |
| Q3 2022 | $4,291,000 | -6.7% | 52,040 | +0.8% | 3.27% | -2.1% |
| Q2 2022 | $4,598,000 | -11.8% | 51,650 | +1.4% | 3.34% | +2.0% |
| Q1 2022 | $5,213,000 | -0.0% | 50,918 | +2.0% | 3.27% | -1.5% |
| Q4 2021 | $5,214,000 | +7.2% | 49,902 | +3.3% | 3.32% | -3.2% |
| Q3 2021 | $4,862,000 | -0.8% | 48,293 | +3.9% | 3.43% | -2.9% |
| Q2 2021 | $4,901,000 | +18.3% | 46,486 | +13.0% | 3.53% | -5.3% |
| Q1 2021 | $4,142,000 | +28.8% | 41,121 | +4.0% | 3.73% | +17.4% |
| Q4 2020 | $3,215,000 | – | 39,539 | – | 3.18% | – |
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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% |