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 | $1,023,264 | -8.6% | 11,469 | -2.6% | 0.86% | -5.8% |
| Q2 2023 | $1,119,779 | +4.1% | 11,776 | +2.5% | 0.91% | +9.3% |
| Q1 2023 | $1,075,723 | -8.0% | 11,494 | -10.2% | 0.84% | -5.2% |
| Q4 2022 | $1,168,676 | +10.9% | 12,799 | +0.1% | 0.88% | -5.2% |
| Q3 2022 | $1,054,000 | -9.4% | 12,781 | -2.2% | 0.93% | -2.0% |
| Q2 2022 | $1,163,000 | -23.1% | 13,064 | -11.6% | 0.95% | -6.8% |
| Q1 2022 | $1,513,000 | -3.1% | 14,770 | -1.2% | 1.02% | -4.2% |
| Q4 2021 | $1,562,000 | -1.0% | 14,944 | -4.7% | 1.06% | -15.0% |
| Q3 2021 | $1,578,000 | -7.3% | 15,674 | -2.9% | 1.25% | -2.9% |
| Q2 2021 | $1,702,000 | +1.6% | 16,137 | -2.9% | 1.29% | -4.4% |
| Q1 2021 | $1,675,000 | +20.3% | 16,624 | -2.9% | 1.35% | +18.2% |
| Q4 2020 | $1,392,000 | – | 17,112 | – | 1.14% | – |
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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% |