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 | $365,980 | -12.1% | 4,102 | -6.4% | 0.13% | -12.5% |
| Q2 2023 | $416,589 | -0.7% | 4,381 | -2.3% | 0.15% | -6.2% |
| Q1 2023 | $419,658 | +2.0% | 4,484 | -0.5% | 0.16% | -3.6% |
| Q4 2022 | $411,625 | +10.7% | 4,508 | 0.0% | 0.17% | -8.7% |
| Q3 2022 | $372,000 | -7.2% | 4,508 | 0.0% | 0.18% | -3.2% |
| Q2 2022 | $401,000 | -16.6% | 4,508 | -4.0% | 0.19% | -14.8% |
| Q1 2022 | $481,000 | -2.2% | 4,694 | -0.2% | 0.22% | -7.5% |
| Q4 2021 | $492,000 | +1.0% | 4,705 | -2.7% | 0.24% | -22.8% |
| Q3 2021 | $487,000 | -4.5% | 4,834 | 0.0% | 0.31% | -9.8% |
| Q2 2021 | $510,000 | -1.0% | 4,834 | -5.5% | 0.35% | -13.5% |
| Q1 2021 | $515,000 | +12.7% | 5,116 | -8.9% | 0.40% | +1.3% |
| Q4 2020 | $457,000 | – | 5,615 | – | 0.40% | – |
Download | ||||||
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% |