ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 678 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $7,931,125 | -7.3% | 81,537 | -2.1% | 0.76% | -24.4% |
Q1 2024 | $8,556,899 | -7.1% | 83,271 | -6.8% | 1.00% | -33.4% |
Q4 2023 | $9,206,956 | +14.3% | 89,327 | -1.1% | 1.50% | -5.4% |
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 ↓ |
---|---|---|---|
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% |