ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 19 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,902 | -4.9% | 3,339 | +1.4% | 0.01% | 0.0% |
| Q2 2023 | $313,224 | +1.6% | 3,294 | 0.0% | 0.01% | -16.7% |
| Q1 2023 | $308,283 | -6.1% | 3,294 | -8.3% | 0.01% | 0.0% |
| Q4 2022 | $328,166 | +10.9% | 3,594 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $296,000 | -7.5% | 3,594 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $320,000 | -13.0% | 3,594 | 0.0% | 0.01% | 0.0% |
| Q1 2022 | $368,000 | -2.1% | 3,594 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $376,000 | +3.9% | 3,594 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $362,000 | -14.6% | 3,594 | -10.7% | 0.01% | -12.5% |
| Q2 2021 | $424,000 | +25.8% | 4,026 | +20.3% | 0.01% | +14.3% |
| Q1 2021 | $337,000 | +23.9% | 3,348 | 0.0% | 0.01% | +16.7% |
| Q4 2020 | $272,000 | +32.7% | 3,348 | +100.0% | 0.01% | +20.0% |
| Q3 2020 | $205,000 | -15.6% | 1,674 | -17.0% | 0.01% | -28.6% |
| Q2 2020 | $243,000 | +20.3% | 2,018 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $202,000 | -45.8% | 2,018 | -12.9% | 0.01% | -30.0% |
| Q4 2019 | $373,000 | +7.2% | 2,317 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $348,000 | +54.7% | 2,317 | +53.1% | 0.01% | +42.9% |
| Q2 2019 | $225,000 | +0.9% | 1,513 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $223,000 | +12.1% | 1,513 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $199,000 | -57.7% | 1,513 | -46.2% | 0.01% | -53.3% |
| Q3 2018 | $470,000 | +2.4% | 2,813 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $459,000 | +9.3% | 2,813 | +1.0% | 0.02% | +7.1% |
| Q1 2018 | $420,000 | +78.0% | 2,784 | +81.5% | 0.01% | +75.0% |
| Q4 2017 | $236,000 | +7.3% | 1,534 | +3.4% | 0.01% | 0.0% |
| Q3 2017 | $220,000 | +6.3% | 1,484 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $207,000 | +0.5% | 1,484 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $206,000 | -1.0% | 1,484 | 0.0% | 0.01% | -11.1% |
| Q4 2016 | $208,000 | +3.5% | 1,484 | -7.9% | 0.01% | 0.0% |
| Q3 2016 | $201,000 | +6.9% | 1,611 | 0.0% | 0.01% | +12.5% |
| Q2 2016 | $188,000 | +2.7% | 1,611 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $183,000 | +5.2% | 1,611 | 0.0% | 0.01% | 0.0% |
| Q4 2015 | $174,000 | +3.0% | 1,611 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $169,000 | -11.1% | 1,611 | 0.0% | 0.01% | 0.0% |
| Q2 2015 | $190,000 | -1.0% | 1,611 | 0.0% | 0.01% | -11.1% |
| Q1 2015 | $192,000 | +1.1% | 1,611 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $190,000 | -3.1% | 1,611 | -11.8% | 0.01% | -10.0% |
| Q3 2014 | $196,000 | +31.5% | 1,826 | +41.6% | 0.01% | +42.9% |
| Q2 2014 | $149,000 | -5.7% | 1,290 | -7.2% | 0.01% | -12.5% |
| Q1 2014 | $158,000 | +1.9% | 1,390 | 0.0% | 0.01% | 0.0% |
| Q4 2013 | $155,000 | -8.3% | 1,390 | -16.1% | 0.01% | -11.1% |
| Q3 2013 | $169,000 | +1.2% | 1,657 | -7.4% | 0.01% | 0.0% |
| Q2 2013 | $167,000 | – | 1,790 | – | 0.01% | – |
Download | ||||||
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% |