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 | $1,004,424 | -6.2% | 11,258 | 0.0% | 0.73% | -5.4% |
| Q2 2023 | $1,070,508 | -1.9% | 11,258 | -3.4% | 0.78% | -8.2% |
| Q1 2023 | $1,090,921 | +30.5% | 11,656 | +14.9% | 0.84% | +23.0% |
| Q3 2022 | $836,000 | -7.4% | 10,145 | 0.0% | 0.69% | +1.0% |
| Q2 2022 | $903,000 | -7.6% | 10,145 | +6.3% | 0.68% | +16.5% |
| Q1 2022 | $977,000 | -2.0% | 9,544 | +0.0% | 0.58% | +3.2% |
| Q4 2021 | $997,000 | +7.6% | 9,543 | +3.7% | 0.56% | -9.3% |
| Q3 2021 | $927,000 | -28.0% | 9,206 | -24.6% | 0.62% | -18.5% |
| Q2 2021 | $1,287,000 | +5.5% | 12,206 | +0.8% | 0.76% | -4.6% |
| Q1 2021 | $1,220,000 | +27.6% | 12,106 | +3.0% | 0.80% | -10.3% |
| Q4 2020 | $956,000 | +310.3% | 11,756 | +517.8% | 0.89% | +422.2% |
| Q3 2020 | $233,000 | -40.4% | 1,903 | -41.4% | 0.17% | -41.6% |
| Q2 2020 | $391,000 | -78.8% | 3,249 | -82.6% | 0.29% | -82.4% |
| Q1 2020 | $1,848,000 | -39.4% | 18,653 | -1.6% | 1.66% | -3.8% |
| Q4 2019 | $3,048,000 | +10.6% | 18,953 | +3.3% | 1.73% | +4.4% |
| Q3 2019 | $2,756,000 | -5.2% | 18,351 | -6.1% | 1.66% | -4.4% |
| Q2 2019 | $2,906,000 | -20.5% | 19,551 | -21.1% | 1.74% | -22.6% |
| Q1 2019 | $3,655,000 | +11.0% | 24,770 | -0.8% | 2.24% | +2.2% |
| Q4 2018 | $3,292,000 | -21.0% | 24,969 | +0.0% | 2.19% | -7.3% |
| Q3 2018 | $4,168,000 | +2.7% | 24,967 | +0.4% | 2.36% | -1.0% |
| Q2 2018 | $4,060,000 | +8.2% | 24,866 | 0.0% | 2.39% | +4.1% |
| Q1 2018 | $3,751,000 | -6.5% | 24,866 | -4.8% | 2.29% | -3.8% |
| Q4 2017 | $4,011,000 | +2.5% | 26,116 | -1.0% | 2.38% | -4.1% |
| Q3 2017 | $3,914,000 | +3.7% | 26,388 | -2.2% | 2.48% | -2.8% |
| Q2 2017 | $3,774,000 | +9.1% | 26,988 | +7.9% | 2.56% | +3.8% |
| Q1 2017 | $3,459,000 | +0.5% | 25,006 | +1.7% | 2.46% | -6.2% |
| Q4 2016 | $3,443,000 | +21.1% | 24,594 | +7.9% | 2.63% | +19.9% |
| Q3 2016 | $2,844,000 | +14.8% | 22,792 | +7.5% | 2.19% | +9.2% |
| Q2 2016 | $2,477,000 | +849.0% | 21,204 | +821.9% | 2.01% | +779.8% |
| Q1 2016 | $261,000 | – | 2,300 | – | 0.23% | – |
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% |