ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $38,368 | +9.6% | 430 | +16.8% | 0.02% | +11.8% |
Q2 2023 | $34,997 | +2.0% | 368 | +0.3% | 0.02% | -5.6% |
Q1 2023 | $34,302 | +2.9% | 367 | +0.5% | 0.02% | -5.3% |
Q4 2022 | $33,347 | -22.4% | 365 | -29.4% | 0.02% | -24.0% |
Q3 2022 | $43,000 | +975.0% | 517 | +1420.6% | 0.02% | +1150.0% |
Q2 2021 | $4,000 | -81.0% | 34 | -83.8% | 0.00% | -86.7% |
Q1 2021 | $21,000 | +23.5% | 210 | +0.5% | 0.02% | +7.1% |
Q4 2020 | $17,000 | +30.8% | 209 | +101.0% | 0.01% | +7.7% |
Q3 2020 | $13,000 | – | 104 | – | 0.01% | – |
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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% |