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 | $7,135,913 | -5.1% | 79,981 | +1.2% | 7.65% | +5.4% |
| Q2 2023 | $7,518,466 | +1.9% | 79,067 | +0.3% | 7.26% | -0.0% |
| Q1 2023 | $7,378,657 | +43.6% | 78,841 | +26.5% | 7.26% | -2.9% |
| Q4 2022 | $5,139,519 | -0.0% | 62,335 | 0.0% | 7.48% | -0.0% |
| Q3 2022 | $5,140,000 | +3.3% | 62,335 | +11.3% | 7.48% | +4.9% |
| Q2 2022 | $4,976,000 | -12.2% | 55,983 | +1.2% | 7.13% | +1.1% |
| Q1 2022 | $5,666,000 | -0.6% | 55,294 | +1.4% | 7.06% | +25.6% |
| Q4 2021 | $5,700,000 | – | 54,532 | – | 5.62% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,386,130 | $139,639,000 | 16.94% |
| RGT Wealth Advisors, LLC | 848,419 | $85,470,000 | 16.68% |
| Johnson Midwest Financial, LLC | 148,540 | $14,964,000 | 15.66% |
| Palisades Hudson Asset Management, L.P. | 310,982 | $31,328,000 | 14.91% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,249 | $29,240,000 | 12.66% |
| Barber Financial Group, Inc. | 527,197 | $53,110,000 | 7.75% |
| Polianta Ltd | 120,100 | $12,098,000 | 6.71% |
| Probity Advisors, Inc. | 284,076 | $28,618,000 | 6.39% |
| SAX WEALTH ADVISORS, LLC | 156,720 | $15,788,000 | 5.78% |
| Sterling Financial Planning, Inc. | 76,909 | $7,748,000 | 5.52% |