ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,911,230 | +20.6% | 54,865 | +28.2% | 0.07% | +23.2% |
| Q2 2023 | $4,070,740 | -14.2% | 42,809 | -15.5% | 0.06% | -20.0% |
| Q1 2023 | $4,742,052 | +15.3% | 50,669 | +12.5% | 0.07% | +6.1% |
| Q4 2022 | $4,113,134 | +36.4% | 45,046 | +23.2% | 0.07% | +26.9% |
| Q3 2022 | $3,014,771 | -67.0% | 36,565 | -64.3% | 0.05% | -69.6% |
| Q2 2022 | $9,127,000 | +78.3% | 102,519 | +105.1% | 0.17% | +101.2% |
| Q1 2022 | $5,119,000 | – | 49,991 | – | 0.08% | – |
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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% |