ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $44,331 | -3.7% | 496,868 | +2.6% | 0.09% | -2.1% |
| Q2 2023 | $46,037 | +5.4% | 484,144 | +3.8% | 0.09% | +2.2% |
| Q1 2023 | $43,661 | -3.4% | 466,513 | -5.8% | 0.09% | -15.6% |
| Q4 2022 | $45,206 | -99.9% | 495,085 | -5.6% | 0.11% | -1.8% |
| Q3 2022 | $43,245,000 | -19.8% | 524,505 | -13.4% | 0.11% | -21.3% |
| Q2 2022 | $53,925,000 | -2.7% | 605,701 | +11.9% | 0.14% | +11.0% |
| Q1 2022 | $55,405,000 | +2.8% | 541,124 | +4.9% | 0.13% | +5.0% |
| Q4 2021 | $53,900,000 | +4.4% | 515,846 | +0.6% | 0.12% | -6.9% |
| Q3 2021 | $51,627,000 | -14.7% | 512,839 | -10.7% | 0.13% | -15.6% |
| Q2 2021 | $60,552,000 | +9.1% | 574,337 | +4.2% | 0.15% | -1.9% |
| Q1 2021 | $55,517,000 | +37.0% | 551,098 | +10.6% | 0.16% | +28.7% |
| Q4 2020 | $40,521,000 | +40.0% | 498,362 | +110.8% | 0.12% | +23.2% |
| Q3 2020 | $28,945,000 | -7.3% | 236,446 | -8.8% | 0.10% | -16.1% |
| Q2 2020 | $31,218,000 | +12.8% | 259,356 | -6.4% | 0.12% | -8.5% |
| Q1 2020 | $27,678,000 | -37.5% | 276,955 | +0.5% | 0.13% | -23.7% |
| Q4 2019 | $44,296,000 | +7.4% | 275,478 | +0.3% | 0.17% | -4.0% |
| Q3 2019 | $41,241,000 | -0.4% | 274,597 | -1.4% | 0.18% | -3.3% |
| Q2 2019 | $41,396,000 | +2.5% | 278,540 | +1.8% | 0.18% | -2.2% |
| Q1 2019 | $40,375,000 | +22.3% | 273,656 | +9.3% | 0.19% | +6.3% |
| Q4 2018 | $33,010,000 | -22.8% | 250,367 | -2.2% | 0.18% | -14.6% |
| Q3 2018 | $42,746,000 | +57.8% | 256,072 | +54.3% | 0.20% | +44.4% |
| Q2 2018 | $27,089,000 | -4.3% | 165,916 | -11.6% | 0.14% | -7.8% |
| Q1 2018 | $28,318,000 | +4.3% | 187,738 | +6.2% | 0.15% | +4.1% |
| Q4 2017 | $27,149,000 | – | 176,787 | – | 0.15% | – |
Download | ||||||
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% |