ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,136 | -96.4% | 58 | -96.1% | 0.00% | -100.0% |
| Q2 2023 | $141,827 | +3.0% | 1,492 | +1.4% | 0.01% | 0.0% |
| Q1 2023 | $137,664 | +16647.4% | 1,471 | +16244.4% | 0.01% | – |
| Q4 2022 | $822 | -100.0% | 9 | -100.0% | 0.00% | -100.0% |
| Q4 2019 | $3,513,000 | +898.0% | 21,850 | +829.8% | 0.26% | +810.7% |
| Q3 2019 | $352,000 | +0.9% | 2,350 | 0.0% | 0.03% | 0.0% |
| Q2 2019 | $349,000 | -0.3% | 2,350 | -1.0% | 0.03% | -3.4% |
| Q1 2019 | $350,000 | +11.8% | 2,373 | -0.1% | 0.03% | -6.5% |
| Q4 2018 | $313,000 | -24.0% | 2,376 | -3.8% | 0.03% | -8.8% |
| Q3 2018 | $412,000 | +2.0% | 2,470 | -0.3% | 0.03% | -2.9% |
| Q2 2018 | $404,000 | +8.3% | 2,477 | +0.3% | 0.04% | +2.9% |
| Q1 2018 | $373,000 | -1.6% | 2,470 | 0.0% | 0.03% | -8.1% |
| Q4 2017 | $379,000 | +3.6% | 2,470 | 0.0% | 0.04% | -9.8% |
| Q3 2017 | $366,000 | – | 2,470 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 788,291 | $94,887,000 | 13.55% |
| Palisades Hudson Asset Management, L.P. | 113,810 | $13,699,000 | 9.36% |
| One Wealth Advisors, LLC | 69,627 | $8,381,000 | 6.66% |
| Probity Advisors, Inc. | 134,440 | $16,183,000 | 5.01% |
| Centerpoint Advisors, LLC | 41,847 | $5,037,000 | 4.07% |
| MACRO Consulting Group | 42,389 | $5,102,000 | 3.54% |
| SPC Financial, Inc. | 140,190 | $16,875,000 | 3.52% |
| Ellis Investment Partners, LLC | 74,105 | $8,748,000 | 3.28% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 29,057 | $3,498,000 | 3.19% |
| Broadview Financial Management, LLC | 30,397 | $3,659,000 | 2.93% |