ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $371,052 | +15.5% | 3,600 | 0.0% | 0.08% | +6.7% |
| Q3 2023 | $321,192 | -6.2% | 3,600 | 0.0% | 0.08% | -3.8% |
| Q2 2023 | $342,324 | +1.6% | 3,600 | 0.0% | 0.08% | -2.5% |
| Q1 2023 | $336,924 | +102308.5% | 3,600 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $329 | -99.9% | 3,600 | 0.0% | 0.08% | +3.9% |
| Q3 2022 | $297,000 | -7.2% | 3,600 | 0.0% | 0.08% | +1.3% |
| Q2 2022 | $320,000 | -13.3% | 3,600 | 0.0% | 0.08% | +10.1% |
| Q1 2022 | $369,000 | -1.9% | 3,600 | 0.0% | 0.07% | +3.0% |
| Q4 2021 | $376,000 | +3.9% | 3,600 | 0.0% | 0.07% | -4.3% |
| Q3 2021 | $362,000 | -4.7% | 3,600 | 0.0% | 0.07% | -4.1% |
| Q2 2021 | $380,000 | +4.7% | 3,600 | 0.0% | 0.07% | -2.7% |
| Q1 2021 | $363,000 | +23.9% | 3,600 | 0.0% | 0.08% | +17.2% |
| Q4 2020 | $293,000 | +14.0% | 3,600 | +71.4% | 0.06% | -1.5% |
| Q3 2020 | $257,000 | +1.6% | 2,100 | 0.0% | 0.06% | -5.8% |
| Q2 2020 | $253,000 | +20.5% | 2,100 | 0.0% | 0.07% | 0.0% |
| Q1 2020 | $210,000 | -37.9% | 2,100 | 0.0% | 0.07% | -24.2% |
| Q4 2019 | $338,000 | -47.3% | 2,100 | -50.8% | 0.09% | -52.1% |
| Q3 2019 | $641,000 | +50.8% | 4,270 | +49.3% | 0.19% | +48.4% |
| Q2 2019 | $425,000 | +0.7% | 2,860 | 0.0% | 0.13% | -0.8% |
| Q1 2019 | $422,000 | +11.9% | 2,860 | 0.0% | 0.13% | -0.8% |
| Q4 2018 | $377,000 | -21.0% | 2,860 | 0.0% | 0.13% | -8.5% |
| Q3 2018 | $477,000 | +14.1% | 2,860 | +11.7% | 0.14% | +6.0% |
| Q2 2018 | $418,000 | +77.9% | 2,560 | +64.1% | 0.13% | +74.0% |
| Q1 2018 | $235,000 | -2.1% | 1,560 | 0.0% | 0.08% | +20.3% |
| Q4 2017 | $240,000 | +0.4% | 1,560 | -3.1% | 0.06% | -22.9% |
| Q3 2017 | $239,000 | +6.2% | 1,610 | 0.0% | 0.08% | +2.5% |
| Q2 2017 | $225,000 | +0.9% | 1,610 | 0.0% | 0.08% | 0.0% |
| Q1 2017 | $223,000 | -0.9% | 1,610 | 0.0% | 0.08% | +2.5% |
| Q4 2016 | $225,000 | -23.7% | 1,610 | -32.0% | 0.08% | -34.7% |
| Q3 2016 | $295,000 | – | 2,366 | – | 0.12% | – |
Download | ||||||
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% |