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 | $578,942 | -5.6% | 6,451 | 0.0% | 0.02% | +9.1% |
Q2 2023 | $613,436 | +1.9% | 6,451 | +0.3% | 0.02% | 0.0% |
Q1 2023 | $601,757 | -2.7% | 6,430 | -5.1% | 0.02% | -8.3% |
Q4 2022 | $618,332 | +18.9% | 6,772 | +7.3% | 0.02% | +4.3% |
Q3 2022 | $520,000 | -7.5% | 6,310 | 0.0% | 0.02% | -4.2% |
Q2 2022 | $562,000 | -12.7% | 6,310 | +0.3% | 0.02% | +9.1% |
Q1 2022 | $644,000 | -1.8% | 6,294 | +0.2% | 0.02% | 0.0% |
Q4 2021 | $656,000 | +4.6% | 6,280 | +0.8% | 0.02% | -4.3% |
Q3 2021 | $627,000 | +11.8% | 6,229 | +17.0% | 0.02% | -4.2% |
Q2 2021 | $561,000 | +5.1% | 5,322 | +0.4% | 0.02% | -14.3% |
Q1 2021 | $534,000 | +23.9% | 5,299 | 0.0% | 0.03% | +12.0% |
Q4 2020 | $431,000 | +28.7% | 5,299 | +100.0% | 0.02% | +19.0% |
Q3 2020 | $335,000 | +5.3% | 2,650 | +0.4% | 0.02% | -4.5% |
Q2 2020 | $318,000 | +21.4% | 2,640 | +0.8% | 0.02% | +4.8% |
Q1 2020 | $262,000 | +3175.0% | 2,620 | +3393.3% | 0.02% | +2000.0% |
Q4 2015 | $8,000 | – | 75 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Portfolio Solutions, LLC | 1,386,130 | $139,639,000 | 16.94% |
RGT Wealth Advisors, LLC | 848,419 | $85,470,000 | 16.68% |
Johnson Midwest Financial, LLC | 148,540 | $14,964,000 | 15.66% |
Palisades Hudson Asset Management, L.P. | 310,982 | $31,328,000 | 14.91% |
PIERSHALE FINANCIAL GROUP, INC. | 290,249 | $29,240,000 | 12.66% |
Barber Financial Group, Inc. | 527,197 | $53,110,000 | 7.75% |
Polianta Ltd | 120,100 | $12,098,000 | 6.71% |
Probity Advisors, Inc. | 284,076 | $28,618,000 | 6.39% |
SAX WEALTH ADVISORS, LLC | 156,720 | $15,788,000 | 5.78% |
Sterling Financial Planning, Inc. | 76,909 | $7,748,000 | 5.52% |