ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 226 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.05 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,963,053 | -6.4% | 21,921 | -0.6% | 0.14% | -22.0% |
Q2 2023 | $2,096,378 | +1.7% | 22,046 | +0.0% | 0.18% | -1.1% |
Q1 2023 | $2,062,303 | +2.2% | 22,035 | -0.3% | 0.18% | +3.5% |
Q4 2022 | $2,018,519 | -4.5% | 22,106 | -13.7% | 0.17% | -18.0% |
Q3 2022 | $2,113,000 | -8.9% | 25,624 | -1.6% | 0.21% | -5.8% |
Q2 2022 | $2,319,000 | -18.7% | 26,050 | -6.4% | 0.22% | -8.9% |
Q1 2022 | $2,851,000 | -2.0% | 27,840 | +0.0% | 0.25% | +3.8% |
Q4 2021 | $2,908,000 | +3.7% | 27,831 | -0.0% | 0.24% | -3.7% |
Q3 2021 | $2,803,000 | -3.8% | 27,841 | +0.7% | 0.25% | +1.7% |
Q2 2021 | $2,914,000 | -2.1% | 27,641 | -6.4% | 0.24% | -7.6% |
Q1 2021 | $2,976,000 | +14.4% | 29,545 | -7.7% | 0.26% | +9.2% |
Q4 2020 | $2,602,000 | +7.6% | 32,000 | +61.9% | 0.24% | +7.1% |
Q3 2020 | $2,419,000 | +0.7% | 19,760 | -1.0% | 0.22% | -3.0% |
Q2 2020 | $2,402,000 | +46.6% | 19,954 | +21.8% | 0.23% | +23.5% |
Q1 2020 | $1,638,000 | -32.0% | 16,389 | +9.3% | 0.19% | -9.7% |
Q4 2019 | $2,410,000 | +2.1% | 14,989 | -4.6% | 0.21% | -4.2% |
Q3 2019 | $2,360,000 | -2.3% | 15,714 | -3.3% | 0.22% | -3.1% |
Q2 2019 | $2,416,000 | +2.5% | 16,256 | +1.8% | 0.22% | 0.0% |
Q1 2019 | $2,357,000 | +26.4% | 15,975 | +12.9% | 0.22% | -6.7% |
Q4 2018 | $1,865,000 | -16.3% | 14,145 | +6.0% | 0.24% | -3.6% |
Q3 2018 | $2,228,000 | +2.4% | 13,345 | +0.2% | 0.25% | -2.0% |
Q2 2018 | $2,175,000 | +72.9% | 13,320 | +59.7% | 0.25% | +67.5% |
Q1 2018 | $1,258,000 | +14.3% | 8,340 | +16.4% | 0.15% | +21.8% |
Q4 2017 | $1,101,000 | +31.7% | 7,167 | +27.1% | 0.12% | +25.3% |
Q3 2017 | $836,000 | +16.8% | 5,639 | +10.2% | 0.10% | +12.5% |
Q2 2017 | $716,000 | +2.6% | 5,119 | +1.7% | 0.09% | +1.1% |
Q1 2017 | $698,000 | -8.4% | 5,034 | -7.5% | 0.09% | -12.1% |
Q4 2016 | $762,000 | -1.6% | 5,445 | -12.2% | 0.10% | -4.8% |
Q3 2016 | $774,000 | +9.9% | 6,202 | +2.9% | 0.10% | +7.2% |
Q2 2016 | $704,000 | +3.1% | 6,025 | 0.0% | 0.10% | -1.0% |
Q1 2016 | $683,000 | +3.3% | 6,025 | -1.5% | 0.10% | +2.1% |
Q4 2015 | $661,000 | +211.8% | 6,114 | +201.9% | 0.10% | +182.4% |
Q3 2015 | $212,000 | -32.7% | 2,025 | -24.2% | 0.03% | -29.2% |
Q2 2015 | $315,000 | +17.1% | 2,671 | +17.9% | 0.05% | +17.1% |
Q1 2015 | $269,000 | +3.9% | 2,265 | +3.2% | 0.04% | +5.1% |
Q4 2014 | $259,000 | +27.6% | 2,194 | +15.9% | 0.04% | +14.7% |
Q3 2014 | $203,000 | – | 1,893 | – | 0.03% | – |
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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% |