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 | $1,991,961 | -7.0% | 22,326 | -0.9% | 0.10% | -2.9% |
| Q2 2023 | $2,141,464 | +33.2% | 22,520 | +31.1% | 0.10% | +4.0% |
| Q1 2023 | $1,608,102 | +1.4% | 17,182 | -1.0% | 0.10% | -11.6% |
| Q4 2022 | $1,585,306 | +217.7% | 17,362 | +186.8% | 0.11% | +173.2% |
| Q3 2022 | $499,000 | -51.5% | 6,054 | -47.6% | 0.04% | -52.3% |
| Q2 2022 | $1,029,000 | +97.5% | 11,561 | +127.4% | 0.09% | +132.4% |
| Q1 2022 | $521,000 | -2.8% | 5,084 | -0.9% | 0.04% | -7.5% |
| Q4 2021 | $536,000 | +100.7% | 5,128 | +93.7% | 0.04% | +8.1% |
| Q3 2021 | $267,000 | +1171.4% | 2,648 | +1387.6% | 0.04% | +208.3% |
| Q2 2020 | $21,000 | – | 178 | – | 0.01% | – |
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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% |