ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 627 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.22 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,923 | -6.2% | 2,252 | 0.0% | 0.02% | -7.7% |
| Q2 2023 | $214,143 | +1.6% | 2,252 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $210,765 | +2.5% | 2,252 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $205,630 | -81.9% | 2,252 | -82.4% | 0.03% | -83.7% |
| Q2 2022 | $1,137,000 | +371.8% | 12,768 | +441.5% | 0.17% | +391.4% |
| Q1 2022 | $241,000 | -90.8% | 2,358 | -87.5% | 0.04% | -89.9% |
| Q4 2021 | $2,611,000 | -3.8% | 18,813 | -9.8% | 0.35% | -6.5% |
| Q3 2021 | $2,713,000 | -2.0% | 20,864 | 0.0% | 0.37% | -8.4% |
| Q2 2021 | $2,767,000 | +3.4% | 20,864 | 0.0% | 0.41% | +4.6% |
| Q1 2021 | $2,675,000 | +10.7% | 20,864 | -1.4% | 0.39% | +2.4% |
| Q4 2020 | $2,417,000 | – | 21,170 | – | 0.38% | – |
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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% |