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 ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 857,041 | $119,831,000 | 16.58% |
| Noven Financial Group, Inc. | 124,603 | $17,422,000 | 11.11% |
| Palisades Hudson Asset Management, L.P. | 117,331 | $16,405,000 | 9.60% |
| Probity Advisors, Inc. | 148,405 | $20,750,000 | 7.83% |
| SONATA CAPITAL GROUP INC | 61,979 | $8,666,000 | 6.46% |
| HOME FEDERAL BANK OF TENNESSEE | 77,836 | $10,883,000 | 5.82% |
| NorthRock Partners, LLC | 85,667 | $11,965,000 | 5.01% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 138,297 | $19,814,000 | 4.53% |
| Wolf Group Capital Advisors | 39,414 | $5,511,000 | 4.24% |
| Leicht Financial Planning & Wealth Management, Inc. | 33,751 | $4,694,000 | 4.04% |