ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,818,201 | -9.1% | 44,621 | +3.4% | 2.30% | -6.7% |
| Q2 2023 | $4,202,003 | -7.0% | 43,159 | -12.2% | 2.47% | -13.1% |
| Q1 2023 | $4,519,265 | -0.8% | 49,133 | +1.7% | 2.84% | -6.6% |
| Q4 2022 | $4,555,657 | +9.1% | 48,305 | +1.2% | 3.04% | -2.1% |
| Q3 2022 | $4,177,000 | +1.7% | 47,728 | +1.4% | 3.10% | +2.1% |
| Q2 2022 | $4,107,000 | -12.0% | 47,065 | +0.3% | 3.04% | -6.4% |
| Q1 2022 | $4,665,000 | -4.2% | 46,931 | +1.6% | 3.25% | -6.8% |
| Q4 2021 | $4,868,000 | +4.0% | 46,177 | +1.8% | 3.48% | -3.1% |
| Q3 2021 | $4,683,000 | +1.7% | 45,345 | +0.2% | 3.60% | +0.9% |
| Q2 2021 | $4,605,000 | +5.0% | 45,253 | +4.6% | 3.56% | -7.6% |
| Q1 2021 | $4,385,000 | +31.9% | 43,263 | +6.0% | 3.86% | +11.3% |
| Q4 2020 | $3,324,000 | – | 40,801 | – | 3.46% | – |
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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% |