ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,950,006 | -5.5% | 34,167 | +4.1% | 0.40% | -4.8% |
| Q2 2023 | $3,120,384 | +7.1% | 32,815 | +5.4% | 0.42% | -6.7% |
| Q1 2023 | $2,913,340 | +5.1% | 31,129 | +2.5% | 0.45% | +5.6% |
| Q4 2022 | $2,773,142 | +18.0% | 30,371 | +6.6% | 0.43% | +8.9% |
| Q3 2022 | $2,350,000 | -14.3% | 28,497 | -7.5% | 0.39% | -6.4% |
| Q2 2022 | $2,742,000 | +23.2% | 30,797 | +41.6% | 0.42% | +34.7% |
| Q1 2022 | $2,226,000 | +60.6% | 21,745 | +63.9% | 0.31% | +57.9% |
| Q4 2021 | $1,386,000 | +88.3% | 13,264 | +81.4% | 0.20% | +69.8% |
| Q3 2021 | $736,000 | +508.3% | 7,312 | +539.7% | 0.12% | +510.5% |
| Q2 2021 | $121,000 | – | 1,143 | – | 0.02% | – |
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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% |