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 | $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 | 857,041 | $119,831,000 | 16.58% |
| Noven Financial Group, Inc. | 124,603 | $17,422,000 | 11.11% |
| Palisades Hudson Asset Management, L.P. | 117,331 | $16,405,000 | 9.60% |
| Probity Advisors, Inc. | 148,405 | $20,750,000 | 7.83% |
| SONATA CAPITAL GROUP INC | 61,979 | $8,666,000 | 6.46% |
| HOME FEDERAL BANK OF TENNESSEE | 77,836 | $10,883,000 | 5.82% |
| NorthRock Partners, LLC | 85,667 | $11,965,000 | 5.01% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 138,297 | $19,814,000 | 4.53% |
| Wolf Group Capital Advisors | 39,414 | $5,511,000 | 4.24% |
| Leicht Financial Planning & Wealth Management, Inc. | 33,751 | $4,694,000 | 4.04% |