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 | $17,868,089 | -5.6% | 200,270 | +0.6% | 2.64% | -1.9% |
| Q2 2023 | $18,936,793 | +3.6% | 199,146 | +2.0% | 2.69% | -1.4% |
| Q1 2023 | $18,275,039 | +4.9% | 195,267 | +2.4% | 2.72% | -0.1% |
| Q4 2022 | $17,415,191 | +12.1% | 190,726 | +1.2% | 2.73% | +1.3% |
| Q3 2022 | $15,541,000 | -5.3% | 188,494 | +2.3% | 2.69% | -0.3% |
| Q2 2022 | $16,406,000 | -9.7% | 184,279 | +3.9% | 2.70% | -0.2% |
| Q1 2022 | $18,165,000 | -10.1% | 177,411 | -8.3% | 2.70% | -10.9% |
| Q4 2021 | $20,205,000 | +3.6% | 193,380 | -0.2% | 3.04% | -0.1% |
| Q3 2021 | $19,506,000 | -4.0% | 193,760 | +0.5% | 3.04% | -2.8% |
| Q2 2021 | $20,318,000 | +4.2% | 192,717 | -0.4% | 3.12% | -0.3% |
| Q1 2021 | $19,500,000 | +10.5% | 193,571 | -10.8% | 3.13% | +10.0% |
| Q4 2020 | $17,643,000 | +8183.1% | 216,988 | +12384.9% | 2.85% | +6846.3% |
| Q3 2020 | $213,000 | -92.5% | 1,738 | -90.2% | 0.04% | -92.5% |
| Q4 2019 | $2,859,000 | – | 17,777 | – | 0.55% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 857,041 | $119,831,000 | 16.58% |
| Noven Financial Group, Inc. | 124,603 | $17,422,000 | 11.11% |
| Palisades Hudson Asset Management, L.P. | 117,331 | $16,405,000 | 9.60% |
| Probity Advisors, Inc. | 148,405 | $20,750,000 | 7.83% |
| SONATA CAPITAL GROUP INC | 61,979 | $8,666,000 | 6.46% |
| HOME FEDERAL BANK OF TENNESSEE | 77,836 | $10,883,000 | 5.82% |
| NorthRock Partners, LLC | 85,667 | $11,965,000 | 5.01% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 138,297 | $19,814,000 | 4.53% |
| Wolf Group Capital Advisors | 39,414 | $5,511,000 | 4.24% |
| Leicht Financial Planning & Wealth Management, Inc. | 33,751 | $4,694,000 | 4.04% |