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 | $562,532 | -6.9% | 6,305 | -0.7% | 0.57% | -2.7% |
| Q2 2023 | $604,012 | +1.6% | 6,352 | 0.0% | 0.59% | -0.5% |
| Q1 2023 | $594,484 | +2.5% | 6,352 | 0.0% | 0.59% | +1.7% |
| Q4 2022 | $580,001 | +10.7% | 6,352 | 0.0% | 0.58% | +1.4% |
| Q3 2022 | $524,000 | -7.4% | 6,352 | 0.0% | 0.58% | +0.7% |
| Q2 2022 | $566,000 | -12.9% | 6,352 | 0.0% | 0.57% | -1.6% |
| Q1 2022 | $650,000 | -2.1% | 6,352 | 0.0% | 0.58% | -0.2% |
| Q4 2021 | $664,000 | – | 6,352 | – | 0.58% | – |
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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% |