ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 435 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $389,147 | +2.5% | 4,158 | 0.0% | 0.26% | -3.0% |
| Q4 2022 | $379,667 | +10.7% | 4,158 | 0.0% | 0.27% | +11.2% |
| Q3 2022 | $343,000 | -7.3% | 4,158 | 0.0% | 0.24% | -1.2% |
| Q2 2022 | $370,000 | -13.1% | 4,158 | 0.0% | 0.24% | +4.7% |
| Q1 2022 | $426,000 | +0.9% | 4,158 | +3.0% | 0.23% | +3.6% |
| Q4 2021 | $422,000 | +5.5% | 4,038 | +1.5% | 0.22% | -2.2% |
| Q3 2021 | $400,000 | +67.4% | 3,978 | +104.1% | 0.23% | +15.0% |
| Q3 2020 | $239,000 | +3.9% | 1,949 | +1.8% | 0.20% | -3.4% |
| Q2 2020 | $230,000 | -16.4% | 1,914 | +12.0% | 0.21% | -14.5% |
| Q4 2019 | $275,000 | +6.6% | 1,709 | -0.5% | 0.24% | -0.4% |
| Q3 2019 | $258,000 | +12.2% | 1,717 | +11.0% | 0.24% | +10.5% |
| Q2 2019 | $230,000 | -8.7% | 1,547 | -5.7% | 0.22% | +59.4% |
| Q4 2017 | $252,000 | – | 1,640 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |