Lester Murray Antman dba SimplyRich - ISHARES TR ownership

ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.

Quarter-by-quarter ownership
Lester Murray Antman dba SimplyRich ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$317
+1.6%
3,3340.0%0.11%
-3.4%
Q1 2023$312
+2.6%
3,3340.0%0.12%
-3.3%
Q4 2022$304
-99.9%
3,3340.0%0.12%
-1.6%
Q3 2022$274,000
-7.4%
3,3340.0%0.12%0.0%
Q2 2022$296,000
-13.2%
3,3340.0%0.12%
+3.4%
Q1 2022$341,000
-2.0%
3,3340.0%0.12%
+2.6%
Q4 2021$348,000
+3.9%
3,3340.0%0.12%
-4.9%
Q3 2021$335,000
-0.3%
3,3340.0%0.12%
-8.3%
Q1 2021$336,000
+24.0%
3,3340.0%0.13%
+9.9%
Q4 2020$271,000
+32.8%
3,334
+100.0%
0.12%
+18.6%
Q3 2020$204,000
-23.6%
1,6670.0%0.10%
-23.9%
Q4 2019$267,000
+6.4%
1,667
-0.4%
0.13%
-2.2%
Q3 2019$251,000
-0.8%
1,674
-1.7%
0.14%
-2.1%
Q2 2019$253,000
-54.8%
1,703
-49.2%
0.14%
-54.2%
Q3 2018$560,000
+1.3%
3,352
-1.1%
0.31%
-3.5%
Q2 2018$553,000
+8.2%
3,3890.0%0.32%
+11.2%
Q1 2018$511,000
-1.7%
3,3890.0%0.28%
-2.1%
Q4 2017$520,0003,3890.29%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Portfolio Solutions, LLC 788,291$94,887,00013.55%
Palisades Hudson Asset Management, L.P. 113,810$13,699,0009.36%
One Wealth Advisors, LLC 69,627$8,381,0006.66%
Probity Advisors, Inc. 134,440$16,183,0005.01%
Centerpoint Advisors, LLC 41,847$5,037,0004.07%
MACRO Consulting Group 42,389$5,102,0003.54%
SPC Financial, Inc. 140,190$16,875,0003.52%
Ellis Investment Partners, LLC 74,105$8,748,0003.28%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 29,057$3,498,0003.19%
Broadview Financial Management, LLC 30,397$3,659,0002.93%
View complete list of ISHARES TR shareholders