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 | $1,782,437 | -0.6% | 19,978 | +5.9% | 0.03% | 0.0% |
| Q2 2023 | $1,794,063 | +13.9% | 18,867 | +12.1% | 0.03% | +4.0% |
| Q1 2023 | $1,575,400 | +14.2% | 16,833 | +11.4% | 0.02% | +4.2% |
| Q4 2022 | $1,379,694 | -3.4% | 15,110 | -12.7% | 0.02% | -14.3% |
| Q3 2022 | $1,428,000 | -10.4% | 17,318 | -3.3% | 0.03% | -6.7% |
| Q2 2022 | $1,594,000 | -14.9% | 17,907 | -2.2% | 0.03% | -3.2% |
| Q1 2022 | $1,874,000 | -9.3% | 18,303 | -7.5% | 0.03% | -6.1% |
| Q4 2021 | $2,067,000 | +7.3% | 19,786 | +3.4% | 0.03% | 0.0% |
| Q3 2021 | $1,927,000 | +14.8% | 19,143 | +20.3% | 0.03% | +13.8% |
| Q2 2021 | $1,678,000 | -3.8% | 15,918 | -8.1% | 0.03% | -21.6% |
| Q1 2021 | $1,745,000 | +23.6% | 17,323 | -0.2% | 0.04% | +15.6% |
| Q4 2020 | $1,412,000 | +21.5% | 17,364 | +83.0% | 0.03% | +6.7% |
| Q3 2020 | $1,162,000 | -87.9% | 9,490 | -88.1% | 0.03% | -89.1% |
| Q2 2020 | $9,569,000 | +23.7% | 79,496 | +2.7% | 0.28% | -1.1% |
| Q1 2020 | $7,733,000 | -35.1% | 77,381 | +4.5% | 0.28% | -20.1% |
| Q4 2019 | $11,910,000 | – | 74,066 | – | 0.35% | – |
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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% |