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 | $1,095,325 | -6.2% | 12,277 | -0.0% | 0.04% | -2.3% |
| Q2 2023 | $1,167,775 | +1.7% | 12,281 | +0.1% | 0.04% | -4.4% |
| Q1 2023 | $1,148,492 | +103554.5% | 12,272 | +1.1% | 0.04% | -27.4% |
| Q4 2022 | $1,108 | -99.9% | 12,136 | -0.9% | 0.06% | +1.6% |
| Q3 2022 | $1,010,000 | -40.3% | 12,247 | -35.6% | 0.06% | -12.9% |
| Q2 2022 | $1,693,000 | +26.7% | 19,021 | +45.8% | 0.07% | +94.4% |
| Q1 2022 | $1,336,000 | -8.7% | 13,048 | -6.9% | 0.04% | +12.5% |
| Q4 2021 | $1,464,000 | +9.2% | 14,009 | +5.2% | 0.03% | -11.1% |
| Q3 2021 | $1,341,000 | -35.9% | 13,315 | -33.2% | 0.04% | -36.8% |
| Q2 2021 | $2,092,000 | +46.6% | 19,938 | +40.8% | 0.06% | +50.0% |
| Q1 2021 | $1,427,000 | – | 14,159 | – | 0.04% | – |
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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% |