ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 474 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 7.24 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $341,892 | +87.7% | 3,832 | +100.0% | 0.01% | -9.1% |
Q2 2023 | $182,193 | +1.6% | 1,916 | 0.0% | 0.01% | -15.4% |
Q1 2023 | $179,319 | +2.5% | 1,916 | 0.0% | 0.01% | -7.1% |
Q4 2022 | $174,950 | -0.6% | 1,916 | -10.1% | 0.01% | -12.5% |
Q3 2022 | $176,000 | +2.9% | 2,131 | +11.2% | 0.02% | +23.1% |
Q2 2022 | $171,000 | -12.8% | 1,916 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $196,000 | -2.0% | 1,916 | 0.0% | 0.01% | -7.1% |
Q4 2021 | $200,000 | +3.6% | 1,916 | 0.0% | 0.01% | 0.0% |
Q3 2021 | $193,000 | -4.5% | 1,916 | 0.0% | 0.01% | -12.5% |
Q2 2021 | $202,000 | +4.7% | 1,916 | 0.0% | 0.02% | 0.0% |
Q1 2021 | $193,000 | +23.7% | 1,916 | 0.0% | 0.02% | +14.3% |
Q4 2020 | $156,000 | +20.0% | 1,916 | +80.9% | 0.01% | 0.0% |
Q3 2020 | $130,000 | +2.4% | 1,059 | 0.0% | 0.01% | -6.7% |
Q2 2020 | $127,000 | +18.7% | 1,059 | -1.4% | 0.02% | -6.2% |
Q1 2020 | $107,000 | -47.3% | 1,074 | -26.0% | 0.02% | -51.5% |
Q4 2016 | $203,000 | – | 1,452 | – | 0.03% | – |
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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% |