ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $902,769 | +13.1% | 10,118 | +20.5% | 1.12% | +4.0% |
| Q2 2023 | $798,230 | -0.7% | 8,394 | -2.3% | 1.08% | -6.8% |
| Q1 2023 | $803,935 | -1.2% | 8,590 | -3.6% | 1.15% | -8.2% |
| Q4 2022 | $813,634 | +4.4% | 8,911 | +10.6% | 1.26% | +7.8% |
| Q2 2022 | $779,000 | -7.2% | 8,060 | -1.7% | 1.16% | +2.8% |
| Q1 2022 | $839,000 | -4.2% | 8,196 | -2.2% | 1.13% | +0.4% |
| Q4 2021 | $876,000 | +2.7% | 8,381 | -1.1% | 1.13% | -5.0% |
| Q3 2021 | $853,000 | -1.8% | 8,471 | +2.7% | 1.19% | -3.3% |
| Q2 2021 | $869,000 | +12.3% | 8,245 | +7.3% | 1.23% | +1.4% |
| Q1 2021 | $774,000 | – | 7,681 | – | 1.21% | – |
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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% |