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 | 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% |