ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $36,785 | -10.8% | 387 | -12.2% | 0.02% | -23.8% |
| Q1 2023 | $41,226 | +2.6% | 441 | +0.2% | 0.02% | -8.7% |
| Q4 2022 | $40,195 | +11.7% | 440 | 0.0% | 0.02% | +4.5% |
| Q3 2022 | $36,000 | -7.7% | 440 | +0.2% | 0.02% | -4.3% |
| Q2 2022 | $39,000 | -13.3% | 439 | 0.0% | 0.02% | -11.5% |
| Q1 2022 | $45,000 | +21.6% | 439 | +22.6% | 0.03% | +18.2% |
| Q4 2021 | $37,000 | -2.6% | 358 | 0.0% | 0.02% | -18.5% |
| Q2 2021 | $38,000 | +192.3% | 358 | +184.1% | 0.03% | +145.5% |
| Q1 2021 | $13,000 | +30.0% | 126 | 0.0% | 0.01% | +37.5% |
| Q4 2020 | $10,000 | – | 126 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 788,291 | $94,887,000 | 13.55% |
| Palisades Hudson Asset Management, L.P. | 113,810 | $13,699,000 | 9.36% |
| One Wealth Advisors, LLC | 69,627 | $8,381,000 | 6.66% |
| Probity Advisors, Inc. | 134,440 | $16,183,000 | 5.01% |
| Centerpoint Advisors, LLC | 41,847 | $5,037,000 | 4.07% |
| MACRO Consulting Group | 42,389 | $5,102,000 | 3.54% |
| SPC Financial, Inc. | 140,190 | $16,875,000 | 3.52% |
| Ellis Investment Partners, LLC | 74,105 | $8,748,000 | 3.28% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 29,057 | $3,498,000 | 3.19% |
| Broadview Financial Management, LLC | 30,397 | $3,659,000 | 2.93% |