ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 718 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.69 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $539,246 | -10.6% | 6,044 | -4.7% | 0.04% | -16.7% |
| Q2 2023 | $603,346 | -8.9% | 6,345 | -10.4% | 0.05% | -10.0% |
| Q1 2023 | $662,524 | -6.8% | 7,079 | -9.0% | 0.06% | -9.1% |
| Q4 2022 | $710,666 | +7.5% | 7,783 | -2.9% | 0.07% | 0.0% |
| Q3 2022 | $661,000 | -17.7% | 8,016 | -11.1% | 0.07% | -12.0% |
| Q2 2022 | $803,000 | -25.0% | 9,018 | -13.8% | 0.08% | -16.7% |
| Q1 2022 | $1,071,000 | -9.2% | 10,466 | -7.3% | 0.09% | -5.3% |
| Q4 2021 | $1,180,000 | -0.9% | 11,293 | -4.5% | 0.10% | -8.7% |
| Q3 2021 | $1,191,000 | -8.5% | 11,827 | -4.2% | 0.10% | -5.5% |
| Q2 2021 | $1,301,000 | +7.0% | 12,345 | +2.3% | 0.11% | +0.9% |
| Q1 2021 | $1,216,000 | +12.7% | 12,073 | -9.0% | 0.11% | +2.8% |
| Q4 2020 | $1,079,000 | +104.7% | 13,269 | +208.0% | 0.11% | +82.8% |
| Q3 2020 | $527,000 | +5.8% | 4,308 | +4.1% | 0.06% | +3.6% |
| Q2 2020 | $498,000 | +96.8% | 4,138 | +63.9% | 0.06% | +69.7% |
| Q1 2020 | $253,000 | -33.2% | 2,524 | +6.9% | 0.03% | -13.2% |
| Q4 2019 | $379,000 | +17.0% | 2,360 | +9.1% | 0.04% | +11.8% |
| Q3 2019 | $324,000 | -15.2% | 2,163 | -15.9% | 0.03% | -17.1% |
| Q2 2019 | $382,000 | – | 2,573 | – | 0.04% | – |
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% |