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 | $406,308 | -8.4% | 4,554 | -2.4% | 0.28% | +0.7% |
| Q2 2023 | $443,595 | +1.6% | 4,665 | 0.0% | 0.27% | -3.9% |
| Q1 2023 | $436,597 | -12.1% | 4,665 | -14.2% | 0.28% | -16.7% |
| Q4 2022 | $496,635 | -0.9% | 5,439 | +5.4% | 0.34% | +3.3% |
| Q3 2022 | $501,000 | -9.7% | 5,158 | -17.2% | 0.33% | -12.0% |
| Q2 2022 | $555,000 | +31.2% | 6,230 | +50.8% | 0.38% | +44.6% |
| Q1 2022 | $423,000 | +4.4% | 4,132 | +6.6% | 0.26% | +7.0% |
| Q4 2021 | $405,000 | – | 3,876 | – | 0.24% | – |
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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% |