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 | $1,322,314 | -6.2% | 14,821 | 0.0% | 0.39% | -0.5% |
| Q2 2023 | $1,409,313 | +1.6% | 14,821 | +0.0% | 0.39% | -0.5% |
| Q1 2023 | $1,386,993 | +1.7% | 14,820 | -0.7% | 0.40% | +6.5% |
| Q4 2022 | $1,363,265 | -13.8% | 14,930 | -22.2% | 0.37% | -9.3% |
| Q3 2022 | $1,582,000 | -7.6% | 19,189 | -0.3% | 0.41% | -4.4% |
| Q2 2022 | $1,713,000 | -13.0% | 19,242 | +0.0% | 0.43% | -0.2% |
| Q1 2022 | $1,970,000 | -2.0% | 19,241 | 0.0% | 0.43% | +0.2% |
| Q4 2021 | $2,010,000 | +3.3% | 19,241 | -0.4% | 0.43% | -2.9% |
| Q3 2021 | $1,946,000 | -3.8% | 19,326 | +0.7% | 0.44% | -4.8% |
| Q2 2021 | $2,023,000 | +3.2% | 19,189 | -1.4% | 0.46% | -2.3% |
| Q1 2021 | $1,961,000 | +9.1% | 19,462 | -12.0% | 0.47% | +3.0% |
| Q4 2020 | $1,798,000 | +32.2% | 22,113 | +99.0% | 0.46% | +17.0% |
| Q3 2020 | $1,360,000 | +1.7% | 11,111 | +0.1% | 0.39% | -2.5% |
| Q2 2020 | $1,337,000 | +17.4% | 11,104 | -2.6% | 0.40% | +4.1% |
| Q1 2020 | $1,139,000 | -37.8% | 11,398 | +0.1% | 0.39% | -23.5% |
| Q4 2019 | $1,831,000 | +7.1% | 11,389 | +0.1% | 0.51% | +2.8% |
| Q3 2019 | $1,709,000 | +1.1% | 11,380 | +0.1% | 0.49% | +1.0% |
| Q2 2019 | $1,690,000 | +0.8% | 11,374 | +0.1% | 0.49% | -7.1% |
| Q1 2019 | $1,677,000 | +11.9% | 11,368 | +0.1% | 0.52% | -0.4% |
| Q4 2018 | $1,498,000 | -22.4% | 11,362 | -1.7% | 0.53% | -22.4% |
| Q3 2018 | $1,930,000 | +0.8% | 11,559 | -1.4% | 0.68% | -8.4% |
| Q2 2018 | $1,914,000 | +3.0% | 11,723 | -4.9% | 0.74% | +1.2% |
| Q1 2018 | $1,859,000 | -2.3% | 12,325 | -0.5% | 0.73% | -2.7% |
| Q4 2017 | $1,902,000 | -0.7% | 12,384 | -4.1% | 0.75% | -5.4% |
| Q3 2017 | $1,916,000 | +2.6% | 12,917 | -3.3% | 0.79% | -2.1% |
| Q2 2017 | $1,868,000 | -3.5% | 13,357 | -4.3% | 0.81% | -10.5% |
| Q1 2017 | $1,935,000 | -14.3% | 13,953 | -13.5% | 0.91% | -17.9% |
| Q4 2016 | $2,258,000 | +9.5% | 16,126 | -2.4% | 1.10% | +6.8% |
| Q3 2016 | $2,062,000 | -0.9% | 16,518 | -7.3% | 1.03% | -2.9% |
| Q2 2016 | $2,081,000 | -9.1% | 17,813 | -11.9% | 1.06% | -11.9% |
| Q1 2016 | $2,290,000 | +11.4% | 20,208 | +6.4% | 1.21% | +4.0% |
| Q4 2015 | $2,055,000 | -3.8% | 18,996 | -6.8% | 1.16% | -5.4% |
| Q3 2015 | $2,137,000 | +3.8% | 20,389 | +16.7% | 1.23% | +4.1% |
| Q2 2015 | $2,058,000 | -2.0% | 17,474 | -1.1% | 1.18% | -4.1% |
| Q1 2015 | $2,101,000 | +0.3% | 17,668 | -0.5% | 1.23% | -5.0% |
| Q4 2014 | $2,095,000 | +7.8% | 17,765 | -1.9% | 1.30% | -0.7% |
| Q3 2014 | $1,943,000 | -8.0% | 18,107 | -1.1% | 1.31% | -7.2% |
| Q2 2014 | $2,113,000 | +2.3% | 18,307 | +0.6% | 1.41% | -2.9% |
| Q1 2014 | $2,065,000 | -15.7% | 18,206 | -17.3% | 1.45% | -13.8% |
| Q4 2013 | $2,450,000 | – | 22,020 | – | 1.68% | – |
Download | ||||||
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% |