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 | $16,773 | -28.9% | 188 | -24.2% | 0.01% | -25.0% |
| Q2 2023 | $23,582 | -21.0% | 248 | -22.3% | 0.01% | -27.3% |
| Q1 2023 | $29,855 | +102848.3% | 319 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $29 | -99.9% | 319 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $26,000 | -7.1% | 319 | 0.0% | 0.01% | -8.3% |
| Q2 2022 | $28,000 | -3.4% | 319 | +11.1% | 0.01% | +20.0% |
| Q1 2022 | $29,000 | -3.3% | 287 | 0.0% | 0.01% | -9.1% |
| Q4 2021 | $30,000 | +36.4% | 287 | +30.5% | 0.01% | +22.2% |
| Q3 2021 | $22,000 | -4.3% | 220 | 0.0% | 0.01% | -10.0% |
| Q2 2021 | $23,000 | +4.5% | 220 | 0.0% | 0.01% | -9.1% |
| Q1 2021 | $22,000 | -60.0% | 220 | -67.3% | 0.01% | -67.6% |
| Q4 2020 | $55,000 | +34.1% | 672 | +100.0% | 0.03% | +17.2% |
| Q3 2020 | $41,000 | +2.5% | 336 | 0.0% | 0.03% | -3.3% |
| Q2 2020 | $40,000 | -9.1% | 336 | -23.6% | 0.03% | -21.1% |
| Q1 2020 | $44,000 | -35.3% | 440 | +4.3% | 0.04% | -19.1% |
| Q4 2019 | $68,000 | +1.5% | 422 | -4.7% | 0.05% | +23.7% |
| Q3 2019 | $67,000 | 0.0% | 443 | -1.6% | 0.04% | 0.0% |
| Q2 2019 | $67,000 | +1.5% | 450 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $66,000 | +13.8% | 450 | +2.3% | 0.04% | +5.6% |
| Q4 2018 | $58,000 | -1.7% | 440 | +3.0% | 0.04% | -14.3% |
| Q1 2017 | $59,000 | – | 427 | – | 0.04% | – |
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% |