ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 19 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,290,110 | -8.9% | 193,629 | -3.0% | 0.08% | +13.5% |
| Q2 2023 | $18,985,675 | +34.7% | 199,664 | +31.4% | 0.07% | +124.2% |
| Q1 2023 | $14,096,656 | +6.3% | 151,894 | +391.2% | 0.03% | -61.2% |
| Q4 2022 | $13,263,710 | +13.1% | 30,920 | -78.3% | 0.08% | -39.7% |
| Q3 2022 | $11,730,000 | -14.2% | 142,260 | -7.4% | 0.14% | -6.6% |
| Q2 2022 | $13,677,000 | +8898.0% | 153,604 | +33.5% | 0.15% | +7450.0% |
| Q1 2022 | $152,000 | -57.1% | 115,088 | -0.4% | 0.00% | -60.0% |
| Q4 2021 | $354,000 | – | 115,494 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |