ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 229 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.51 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $111,525 | -37.4% | 1,250 | -33.3% | 0.01% | -31.6% |
| Q2 2023 | $178,294 | +1.6% | 1,875 | 0.0% | 0.02% | 0.0% |
| Q1 2023 | $175,481 | +2.5% | 1,875 | 0.0% | 0.02% | -9.5% |
| Q4 2022 | $171,206 | -30.1% | 1,875 | -22.9% | 0.02% | -4.5% |
| Q3 2021 | $245,000 | -4.7% | 2,431 | 0.0% | 0.02% | -4.3% |
| Q2 2021 | $257,000 | +4.9% | 2,431 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $245,000 | +15.0% | 2,431 | +29.4% | 0.02% | -28.1% |
| Q1 2014 | $213,000 | +1.9% | 1,878 | 0.0% | 0.03% | -5.9% |
| Q4 2013 | $209,000 | – | 1,878 | – | 0.03% | – |
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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% |