ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 772 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.62 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $244,374 | -12.0% | 2,739 | -6.2% | 0.01% | -16.7% |
Q2 2023 | $277,663 | +10.5% | 2,920 | +8.7% | 0.01% | +20.0% |
Q1 2023 | $251,383 | -3.2% | 2,686 | -5.5% | 0.01% | -16.7% |
Q4 2022 | $259,594 | +21.9% | 2,843 | +18.8% | 0.01% | +20.0% |
Q2 2022 | $213,000 | +5.4% | 2,394 | +21.5% | 0.01% | +25.0% |
Q1 2022 | $202,000 | -68.5% | 1,970 | -63.0% | 0.00% | -76.5% |
Q2 2020 | $641,000 | -74.6% | 5,331 | -78.9% | 0.02% | -77.9% |
Q1 2020 | $2,523,000 | -31.4% | 25,244 | +10.4% | 0.08% | -15.4% |
Q4 2019 | $3,677,000 | +35.2% | 22,867 | +26.3% | 0.09% | +23.0% |
Q3 2019 | $2,719,000 | +21.1% | 18,107 | +19.9% | 0.07% | +21.3% |
Q2 2019 | $2,245,000 | +63.5% | 15,101 | +62.3% | 0.06% | +64.9% |
Q1 2019 | $1,373,000 | +276.2% | 9,305 | +235.4% | 0.04% | +236.4% |
Q4 2018 | $365,000 | -68.0% | 2,774 | -65.9% | 0.01% | -66.7% |
Q4 2016 | $1,140,000 | +24.0% | 8,139 | +10.5% | 0.03% | +22.2% |
Q3 2016 | $919,000 | +21.4% | 7,367 | +13.7% | 0.03% | +17.4% |
Q2 2016 | $757,000 | +207.7% | 6,482 | +182.7% | 0.02% | +228.6% |
Q3 2014 | $246,000 | -10.2% | 2,293 | -3.6% | 0.01% | -12.5% |
Q2 2014 | $274,000 | +3.4% | 2,378 | +2.0% | 0.01% | 0.0% |
Q1 2014 | $265,000 | -8.0% | 2,332 | -10.0% | 0.01% | -11.1% |
Q4 2013 | $288,000 | +7.9% | 2,591 | -0.7% | 0.01% | 0.0% |
Q3 2013 | $267,000 | +21.4% | 2,608 | +10.8% | 0.01% | 0.0% |
Q2 2013 | $220,000 | – | 2,354 | – | 0.01% | – |
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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% |