ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $762,275 | -61.6% | 8,543 | -59.1% | 0.38% | -60.8% |
| Q2 2023 | $1,984,058 | -56.2% | 20,865 | -56.8% | 0.97% | -61.6% |
| Q1 2023 | $4,524,889 | +5.9% | 48,350 | +3.3% | 2.53% | -5.3% |
| Q4 2022 | $4,273,879 | +25.8% | 46,808 | +13.6% | 2.67% | +10.9% |
| Q3 2022 | $3,398,000 | -4.9% | 41,216 | +2.7% | 2.41% | -14.5% |
| Q2 2022 | $3,574,000 | -1.5% | 40,140 | +13.3% | 2.82% | +11.4% |
| Q1 2022 | $3,628,000 | +149.7% | 35,431 | +154.9% | 2.53% | +123.0% |
| Q4 2021 | $1,453,000 | – | 13,901 | – | 1.14% | – |
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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% |