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 | $3,764,804 | -11.4% | 42,197 | -5.5% | 0.59% | -11.6% |
| Q2 2023 | $4,248,182 | +5.0% | 44,675 | +3.3% | 0.66% | -3.8% |
| Q1 2023 | $4,047,192 | +3.5% | 43,244 | +0.9% | 0.69% | -3.4% |
| Q4 2022 | $3,911,890 | +12.8% | 42,841 | +1.9% | 0.72% | -0.4% |
| Q3 2022 | $3,467,000 | -0.2% | 42,044 | +7.7% | 0.72% | -3.2% |
| Q2 2022 | $3,475,000 | -3.5% | 39,027 | +11.0% | 0.74% | +11.1% |
| Q1 2022 | $3,600,000 | +28.2% | 35,159 | +30.8% | 0.67% | +12.5% |
| Q4 2021 | $2,809,000 | – | 26,880 | – | 0.59% | – |
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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% |