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 | $377,960 | +14.3% | 4,211 | +21.1% | 0.02% | -79.2% |
| Q2 2023 | $330,723 | +25.0% | 3,478 | +23.0% | 0.10% | +17.4% |
| Q1 2023 | $264,673 | +2.5% | 2,828 | 0.0% | 0.09% | +13.2% |
| Q4 2022 | $258,225 | +9.9% | 2,828 | -1.0% | 0.08% | -32.1% |
| Q3 2022 | $235,000 | -7.5% | 2,856 | 0.0% | 0.11% | +17.9% |
| Q2 2022 | $254,000 | -13.9% | 2,856 | -0.7% | 0.10% | -14.4% |
| Q1 2022 | $295,000 | -1.7% | 2,877 | +0.2% | 0.11% | +22.0% |
| Q4 2021 | $300,000 | +1.7% | 2,872 | -1.9% | 0.09% | +2.2% |
| Q3 2021 | $295,000 | -4.5% | 2,929 | 0.0% | 0.09% | -7.3% |
| Q2 2021 | $309,000 | +232.3% | 2,929 | -96.6% | 0.10% | +220.0% |
| Q1 2021 | $93,000 | -57.9% | 85,946 | -57.6% | 0.03% | -63.4% |
| Q4 2020 | $221,000 | +33.1% | 202,528 | +31.1% | 0.08% | -11.8% |
| Q3 2020 | $166,000 | -24.2% | 154,431 | +11255.2% | 0.09% | -21.8% |
| Q4 2019 | $219,000 | +7.4% | 1,360 | 0.0% | 0.12% | +2.6% |
| Q3 2019 | $204,000 | +1.0% | 1,360 | 0.0% | 0.12% | -4.1% |
| Q2 2019 | $202,000 | -3.8% | 1,360 | -4.3% | 0.12% | +16.3% |
| Q1 2019 | $210,000 | -11.4% | 1,421 | 0.0% | 0.10% | -11.9% |
| Q3 2018 | $237,000 | -49.4% | 1,421 | -50.4% | 0.12% | -13.2% |
| Q2 2018 | $468,000 | +107.1% | 2,866 | +90.9% | 0.14% | +106.1% |
| Q1 2018 | $226,000 | – | 1,501 | – | 0.07% | – |
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% |