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 | $1,387,014 | -11.0% | 15,546 | -5.2% | 0.18% | -7.2% |
| Q2 2023 | $1,559,286 | -0.6% | 16,398 | -2.2% | 0.19% | -8.5% |
| Q1 2023 | $1,568,849 | -4.9% | 16,763 | -7.2% | 0.21% | -14.5% |
| Q4 2022 | $1,650,063 | +9.2% | 18,071 | -1.4% | 0.25% | -1.2% |
| Q3 2022 | $1,511,000 | -21.2% | 18,321 | -15.0% | 0.25% | -18.8% |
| Q2 2022 | $1,918,000 | -19.7% | 21,546 | -7.6% | 0.31% | -10.2% |
| Q1 2022 | $2,388,000 | -13.4% | 23,319 | -11.7% | 0.34% | -23.7% |
| Q4 2021 | $2,758,000 | +2.9% | 26,396 | -0.9% | 0.45% | -28.1% |
| Q3 2021 | $2,680,000 | -6.5% | 26,626 | -2.1% | 0.63% | -6.7% |
| Q2 2021 | $2,867,000 | +5.8% | 27,190 | +1.0% | 0.67% | -11.7% |
| Q1 2021 | $2,711,000 | +20.6% | 26,911 | -2.7% | 0.76% | +11.1% |
| Q4 2020 | $2,248,000 | +25.7% | 27,646 | +89.3% | 0.68% | +10.1% |
| Q3 2020 | $1,788,000 | +5.4% | 14,608 | +3.6% | 0.62% | -1.3% |
| Q2 2020 | $1,697,000 | +114.8% | 14,098 | +78.3% | 0.63% | +64.5% |
| Q1 2020 | $790,000 | -42.9% | 7,905 | -8.2% | 0.38% | -25.9% |
| Q4 2019 | $1,384,000 | +7.0% | 8,610 | 0.0% | 0.52% | -4.4% |
| Q3 2019 | $1,293,000 | -25.7% | 8,610 | -26.5% | 0.54% | -26.9% |
| Q2 2019 | $1,740,000 | +23.4% | 11,710 | +22.5% | 0.74% | +16.4% |
| Q1 2019 | $1,410,000 | +47.0% | 9,560 | +31.4% | 0.64% | +22.3% |
| Q4 2018 | $959,000 | – | 7,275 | – | 0.52% | – |
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% |