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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $1,294,411 | -17.1% | 14,176 | -25.2% | 0.00% | -50.0% |
| Q3 2022 | $1,562,000 | -21.9% | 18,943 | -15.7% | 0.00% | 0.0% |
| Q2 2022 | $2,000,000 | +55.8% | 22,461 | +79.2% | 0.00% | +100.0% |
| Q1 2022 | $1,284,000 | -0.3% | 12,537 | +1.7% | 0.00% | 0.0% |
| Q4 2021 | $1,288,000 | -2.0% | 12,329 | -5.5% | 0.00% | 0.0% |
| Q3 2021 | $1,314,000 | -61.6% | 13,052 | -59.8% | 0.00% | -50.0% |
| Q2 2021 | $3,426,000 | +4.8% | 32,495 | +0.1% | 0.00% | 0.0% |
| Q1 2021 | $3,269,000 | +760.3% | 32,447 | +752.3% | 0.00% | – |
| Q1 2020 | $380,000 | -85.2% | 3,807 | -76.2% | 0.00% | -100.0% |
| Q4 2019 | $2,571,000 | -65.5% | 15,991 | -73.2% | 0.00% | -71.4% |
| Q3 2016 | $7,446,000 | +102.3% | 59,659 | +89.3% | 0.01% | +75.0% |
| Q2 2016 | $3,681,000 | +643.6% | 31,512 | +588.6% | 0.00% | +300.0% |
| Q4 2015 | $495,000 | -60.4% | 4,576 | -61.6% | 0.00% | 0.0% |
| Q3 2015 | $1,249,000 | +8.0% | 11,919 | +21.4% | 0.00% | 0.0% |
| Q2 2015 | $1,156,000 | +0.9% | 9,815 | +1.8% | 0.00% | 0.0% |
| Q1 2015 | $1,146,000 | +7.4% | 9,637 | +6.5% | 0.00% | 0.0% |
| Q4 2014 | $1,067,000 | -93.8% | 9,046 | -94.4% | 0.00% | -92.9% |
| Q3 2014 | $17,292,000 | +137.4% | 161,170 | +155.5% | 0.01% | +133.3% |
| Q2 2014 | $7,283,000 | +803.6% | 63,092 | +788.2% | 0.01% | +500.0% |
| Q1 2014 | $806,000 | +11.3% | 7,103 | +9.1% | 0.00% | 0.0% |
| Q4 2013 | $724,000 | +5.7% | 6,511 | -2.8% | 0.00% | 0.0% |
| Q3 2013 | $685,000 | +12.7% | 6,699 | +3.0% | 0.00% | 0.0% |
| Q2 2013 | $608,000 | -48.6% | 6,507 | -50.5% | 0.00% | 0.0% |
| Q1 2013 | $1,182,000 | – | 13,147 | – | 0.00% | – |
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% |