ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 786 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,214,449 | -5.3% | 22,766 | +0.1% | 0.02% | -11.5% |
| Q1 2024 | $2,337,173 | +7.3% | 22,744 | +7.6% | 0.03% | -3.7% |
| Q4 2023 | $2,179,054 | +22.3% | 21,142 | +5.8% | 0.03% | +3.8% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,013,290 | $118,383,000 | 18.04% |
| Noven Financial Group, Inc. | 128,691 | $15,035,000 | 10.12% |
| Probity Advisors, Inc. | 157,643 | $18,417,000 | 8.25% |
| Palisades Hudson Asset Management, L.P. | 73,762 | $8,618,000 | 7.02% |
| SONATA CAPITAL GROUP INC | 62,508 | $7,303,000 | 6.22% |
| HOME FEDERAL BANK OF TENNESSEE | 86,812 | $10,143,000 | 6.06% |
| Advisors Preferred, LLC | 49,969 | $9,367,000 | 5.44% |
| Spruce Investment Advisors LLC | 79,389 | $9,275,000 | 5.27% |
| Commonwealth Financial Services, LLC | 36,834 | $4,303,000 | 5.07% |
| NorthRock Partners, LLC | 90,145 | $10,540,000 | 4.72% |