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 | $4,106,054 | -7.0% | 46,022 | -0.9% | 0.45% | -5.9% |
| Q2 2023 | $4,415,473 | +1.4% | 46,435 | -0.2% | 0.48% | -4.4% |
| Q1 2023 | $4,352,777 | +1.2% | 46,509 | -1.3% | 0.50% | -5.9% |
| Q4 2022 | $4,301,443 | +9.4% | 47,108 | -1.3% | 0.53% | -1.7% |
| Q3 2022 | $3,933,000 | -7.6% | 47,706 | -0.2% | 0.54% | -4.8% |
| Q2 2022 | $4,255,000 | -13.3% | 47,789 | -0.3% | 0.56% | -6.8% |
| Q1 2022 | $4,908,000 | -2.2% | 47,935 | -0.2% | 0.60% | -1.8% |
| Q4 2021 | $5,018,000 | +4.1% | 48,028 | +0.3% | 0.62% | -1.6% |
| Q3 2021 | $4,822,000 | -4.6% | 47,902 | -0.1% | 0.63% | -7.0% |
| Q2 2021 | $5,056,000 | -0.8% | 47,959 | -5.2% | 0.67% | -10.7% |
| Q1 2021 | $5,095,000 | +16.8% | 50,576 | -5.7% | 0.75% | +5.3% |
| Q4 2020 | $4,362,000 | +28.2% | 53,641 | +93.0% | 0.72% | +9.1% |
| Q3 2020 | $3,402,000 | -6.2% | 27,788 | -7.8% | 0.66% | -11.2% |
| Q2 2020 | $3,628,000 | +6.5% | 30,142 | -11.5% | 0.74% | -2.4% |
| Q1 2020 | $3,405,000 | -64.5% | 34,074 | -42.9% | 0.76% | -55.6% |
| Q4 2019 | $9,596,000 | +7.4% | 59,674 | +0.3% | 1.70% | -0.5% |
| Q3 2019 | $8,936,000 | -0.8% | 59,500 | -1.8% | 1.71% | -2.8% |
| Q2 2019 | $9,006,000 | -11.9% | 60,598 | -12.6% | 1.76% | -15.5% |
| Q1 2019 | $10,228,000 | +42.2% | 69,325 | +27.1% | 2.09% | +30.0% |
| Q4 2018 | $7,192,000 | -4.6% | 54,550 | +20.8% | 1.60% | -3.5% |
| Q3 2018 | $7,536,000 | +34.1% | 45,145 | +31.1% | 1.66% | +3.9% |
| Q2 2018 | $5,620,000 | +18.6% | 34,423 | +9.6% | 1.60% | +14.4% |
| Q1 2018 | $4,739,000 | +5.0% | 31,416 | +6.9% | 1.40% | +6.3% |
| Q4 2017 | $4,513,000 | – | 29,385 | – | 1.32% | – |
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% |