ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $250,708 | -14.6% | 2,810 | -9.0% | 0.33% | -16.5% |
| Q2 2023 | $293,671 | -9.5% | 3,088 | -10.9% | 0.40% | -12.4% |
| Q1 2023 | $324,508 | +102268.5% | 3,467 | +0.0% | 0.45% | -10.9% |
| Q4 2022 | $317 | -99.9% | 3,466 | -34.4% | 0.51% | -32.8% |
| Q3 2022 | $436,000 | -5.4% | 5,284 | +2.0% | 0.75% | +0.7% |
| Q2 2022 | $461,000 | -31.3% | 5,179 | -20.9% | 0.75% | -24.4% |
| Q1 2022 | $671,000 | +64.5% | 6,549 | +67.6% | 0.99% | +70.1% |
| Q4 2021 | $408,000 | – | 3,908 | – | 0.58% | – |
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% |