ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
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% | – |
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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% |