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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $2,879,981 | +15.5% | 27,942 | 0.0% | 0.10% | +3.2% |
| Q3 2023 | $2,492,985 | -8.7% | 27,942 | -2.7% | 0.09% | -6.0% |
| Q2 2023 | $2,730,699 | +4.7% | 28,717 | +3.1% | 0.10% | -2.0% |
| Q1 2023 | $2,608,072 | +102378.3% | 27,867 | 0.0% | 0.10% | -3.8% |
| Q4 2022 | $2,545 | -99.8% | 27,867 | +40.8% | 0.11% | +43.2% |
| Q3 2022 | $1,632,000 | -7.2% | 19,788 | +0.2% | 0.07% | 0.0% |
| Q2 2022 | $1,759,000 | +25.8% | 19,757 | +44.7% | 0.07% | +51.0% |
| Q1 2022 | $1,398,000 | – | 13,654 | – | 0.05% | – |
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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% |