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 | $410,771 | -3.0% | 4,223 | +2.4% | 0.02% | +21.4% |
| Q1 2024 | $423,679 | +0.7% | 4,123 | +1.0% | 0.01% | -30.0% |
| Q4 2023 | $420,938 | +33.7% | 4,084 | +15.7% | 0.02% | +25.0% |
| Q3 2023 | $314,857 | +4.2% | 3,529 | +6.6% | 0.02% | 0.0% |
| Q4 2022 | $302,236 | +10.7% | 3,310 | 0.0% | 0.02% | +6.7% |
| Q3 2022 | $273,000 | -12.8% | 3,310 | -5.9% | 0.02% | -6.2% |
| Q2 2022 | $313,000 | -8.7% | 3,516 | +5.0% | 0.02% | 0.0% |
| Q1 2022 | $343,000 | +30.9% | 3,349 | +33.7% | 0.02% | +45.5% |
| Q4 2021 | $262,000 | +4.0% | 2,504 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $252,000 | -4.5% | 2,504 | 0.0% | 0.01% | -8.3% |
| Q2 2021 | $264,000 | +4.8% | 2,504 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $252,000 | +23.5% | 2,504 | 0.0% | 0.01% | +20.0% |
| Q4 2020 | $204,000 | – | 2,504 | – | 0.01% | – |
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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% |