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 ↓ |
|---|---|---|---|
| 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% |