ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 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 ↓ |
|---|---|---|---|
| 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% |