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 | $6,889 | -11.8% | 77,217 | -6.0% | 0.04% | -11.6% |
| Q2 2023 | $7,812 | +7.0% | 82,152 | +5.3% | 0.04% | -17.3% |
| Q1 2023 | $7,299 | -13.1% | 77,990 | -15.2% | 0.05% | -5.5% |
| Q4 2022 | $8,401 | -99.9% | 92,003 | +13.5% | 0.06% | +7.8% |
| Q3 2022 | $6,685,000 | -80.4% | 81,080 | -78.9% | 0.05% | -80.4% |
| Q2 2022 | $34,166,000 | +431.0% | 383,755 | +510.7% | 0.26% | +477.8% |
| Q1 2022 | $6,434,000 | +2.8% | 62,835 | +4.9% | 0.04% | 0.0% |
| Q4 2021 | $6,258,000 | +6.8% | 59,887 | +2.9% | 0.04% | -4.3% |
| Q3 2021 | $5,860,000 | -17.3% | 58,215 | -13.3% | 0.05% | -21.7% |
| Q2 2021 | $7,082,000 | +12.5% | 67,172 | +7.5% | 0.06% | 0.0% |
| Q1 2021 | $6,293,000 | +31.4% | 62,470 | +6.1% | 0.06% | +17.6% |
| Q4 2020 | $4,788,000 | +10.3% | 58,886 | +66.1% | 0.05% | -5.6% |
| Q3 2020 | $4,339,000 | +1.7% | 35,443 | +0.0% | 0.05% | -5.3% |
| Q2 2020 | $4,265,000 | +7.3% | 35,430 | -10.9% | 0.06% | -16.2% |
| Q1 2020 | $3,976,000 | -29.4% | 39,780 | +13.7% | 0.07% | -16.0% |
| Q4 2019 | $5,628,000 | +4.2% | 34,997 | -2.7% | 0.08% | -6.9% |
| Q3 2019 | $5,400,000 | -35.1% | 35,951 | -35.8% | 0.09% | -26.9% |
| Q2 2019 | $8,317,000 | +6.5% | 55,964 | +5.7% | 0.12% | -1.7% |
| Q1 2019 | $7,812,000 | +10.2% | 52,947 | -1.5% | 0.12% | -4.7% |
| Q4 2018 | $7,086,000 | -43.5% | 53,746 | -28.5% | 0.13% | -40.1% |
| Q3 2018 | $12,542,000 | +87.8% | 75,136 | +83.7% | 0.21% | +45.2% |
| Q2 2018 | $6,679,000 | -21.9% | 40,909 | -27.8% | 0.15% | -19.3% |
| Q1 2018 | $8,550,000 | +33.8% | 56,683 | +36.2% | 0.18% | +48.4% |
| Q4 2017 | $6,392,000 | +17.4% | 41,623 | +13.4% | 0.12% | +8.0% |
| Q3 2017 | $5,445,000 | +19.3% | 36,713 | +12.5% | 0.11% | +28.4% |
| Q2 2017 | $4,563,000 | – | 32,636 | – | 0.09% | – |
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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% |