ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $523 | -23.3% | 5,857 | -18.3% | 0.04% | -17.3% |
| Q2 2023 | $682 | +1.8% | 7,165 | 0.0% | 0.05% | -3.7% |
| Q1 2023 | $670 | -19.5% | 7,165 | -21.3% | 0.05% | -21.7% |
| Q4 2022 | $832 | -99.9% | 9,108 | 0.0% | 0.07% | +3.0% |
| Q3 2022 | $750,000 | -18.8% | 9,108 | -12.2% | 0.07% | -13.0% |
| Q2 2022 | $924,000 | +225.4% | 10,375 | +273.9% | 0.08% | +285.0% |
| Q1 2022 | $284,000 | -2.1% | 2,775 | 0.0% | 0.02% | +5.3% |
| Q4 2021 | $290,000 | – | 2,775 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 788,291 | $94,887,000 | 13.55% |
| Palisades Hudson Asset Management, L.P. | 113,810 | $13,699,000 | 9.36% |
| One Wealth Advisors, LLC | 69,627 | $8,381,000 | 6.66% |
| Probity Advisors, Inc. | 134,440 | $16,183,000 | 5.01% |
| Centerpoint Advisors, LLC | 41,847 | $5,037,000 | 4.07% |
| MACRO Consulting Group | 42,389 | $5,102,000 | 3.54% |
| SPC Financial, Inc. | 140,190 | $16,875,000 | 3.52% |
| Ellis Investment Partners, LLC | 74,105 | $8,748,000 | 3.28% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 29,057 | $3,498,000 | 3.19% |
| Broadview Financial Management, LLC | 30,397 | $3,659,000 | 2.93% |