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 | $3,449,335 | -6.6% | 38,661 | -0.5% | 3.64% | -0.3% |
| Q2 2023 | $3,694,817 | +1.9% | 38,856 | +0.1% | 3.65% | -2.8% |
| Q1 2023 | $3,626,517 | +0.2% | 38,804 | -2.2% | 3.76% | -3.8% |
| Q4 2022 | $3,621,079 | +224.5% | 39,657 | +192.9% | 3.90% | -10.9% |
| Q3 2022 | $1,116,000 | -69.3% | 13,538 | -66.8% | 4.38% | +7.5% |
| Q2 2022 | $3,634,000 | -14.8% | 40,836 | -1.9% | 4.08% | +5.2% |
| Q1 2022 | $4,263,000 | -3.3% | 41,611 | -1.5% | 3.88% | +4.1% |
| Q4 2021 | $4,410,000 | – | 42,231 | – | 3.72% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |