ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 670 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.52 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,057,655 | -9.4% | 90,312 | -3.4% | 1.59% | -10.4% |
| Q2 2023 | $8,892,190 | -4.5% | 93,513 | -6.0% | 1.77% | -12.4% |
| Q1 2023 | $9,307,582 | +1.6% | 99,451 | -0.9% | 2.02% | -4.4% |
| Q4 2022 | $9,160,542 | +10.5% | 100,324 | -0.2% | 2.12% | -0.8% |
| Q3 2022 | $8,288,000 | -10.0% | 100,524 | -2.9% | 2.13% | -9.0% |
| Q2 2022 | $9,213,000 | -16.1% | 103,485 | -3.5% | 2.34% | -11.8% |
| Q1 2022 | $10,984,000 | -34.5% | 107,278 | -33.1% | 2.66% | -23.9% |
| Q4 2021 | $16,760,000 | +5.6% | 160,398 | +1.7% | 3.49% | -7.3% |
| Q3 2021 | $15,876,000 | -3.5% | 157,706 | +1.1% | 3.77% | -33.2% |
| Q2 2021 | $16,452,000 | +4.2% | 156,044 | -0.4% | 5.64% | -2.3% |
| Q1 2021 | $15,788,000 | +29.9% | 156,720 | +4.8% | 5.78% | +3.3% |
| Q4 2020 | $12,156,000 | – | 149,499 | – | 5.59% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 788,291 | $94,887,000 | 13.55% |
| Palisades Hudson Asset Management, L.P. | 113,810 | $13,699,000 | 9.36% |
| One Wealth Advisors, LLC | 69,627 | $8,381,000 | 6.66% |
| Probity Advisors, Inc. | 134,440 | $16,183,000 | 5.01% |
| Centerpoint Advisors, LLC | 41,847 | $5,037,000 | 4.07% |
| MACRO Consulting Group | 42,389 | $5,102,000 | 3.54% |
| SPC Financial, Inc. | 140,190 | $16,875,000 | 3.52% |
| Ellis Investment Partners, LLC | 74,105 | $8,748,000 | 3.28% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 29,057 | $3,498,000 | 3.19% |
| Broadview Financial Management, LLC | 30,397 | $3,659,000 | 2.93% |