ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 727 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,355,183 | -20.2% | 13,188 | -19.9% | 0.57% | -28.7% |
| Q4 2023 | $1,697,498 | +25.1% | 16,469 | +8.3% | 0.80% | +9.6% |
| Q3 2023 | $1,356,524 | -4.3% | 15,204 | +2.0% | 0.73% | -2.7% |
| Q2 2023 | $1,417,626 | +46.8% | 14,908 | +44.5% | 0.75% | +28.7% |
| Q1 2023 | $965,660 | +23.0% | 10,318 | +20.0% | 0.58% | +60.5% |
| Q4 2022 | $784,891 | +1.9% | 8,596 | -7.9% | 0.36% | -35.0% |
| Q3 2022 | $770,000 | -3.6% | 9,337 | +4.1% | 0.56% | +2.0% |
| Q2 2022 | $799,000 | -9.4% | 8,970 | +4.1% | 0.55% | +6.6% |
| Q1 2022 | $882,000 | -3.4% | 8,617 | -1.4% | 0.51% | +0.6% |
| Q4 2021 | $913,000 | +4.1% | 8,739 | +0.4% | 0.51% | -5.0% |
| Q3 2021 | $877,000 | +3.2% | 8,708 | +8.0% | 0.54% | +2.1% |
| Q2 2021 | $850,000 | +3.2% | 8,066 | -1.4% | 0.52% | -0.2% |
| Q1 2021 | $824,000 | +63.8% | 8,180 | +32.3% | 0.53% | +46.9% |
| Q4 2020 | $503,000 | +43.3% | 6,181 | +115.8% | 0.36% | +30.2% |
| Q3 2020 | $351,000 | +2.6% | 2,864 | +0.9% | 0.28% | 0.0% |
| Q2 2020 | $342,000 | +6.2% | 2,838 | -12.0% | 0.28% | -7.4% |
| Q1 2020 | $322,000 | -36.6% | 3,226 | +2.2% | 0.30% | -23.8% |
| Q4 2019 | $508,000 | – | 3,157 | – | 0.39% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,013,290 | $118,383,000 | 18.04% |
| Noven Financial Group, Inc. | 128,691 | $15,035,000 | 10.12% |
| Probity Advisors, Inc. | 157,643 | $18,417,000 | 8.25% |
| Palisades Hudson Asset Management, L.P. | 73,762 | $8,618,000 | 7.02% |
| SONATA CAPITAL GROUP INC | 62,508 | $7,303,000 | 6.22% |
| HOME FEDERAL BANK OF TENNESSEE | 86,812 | $10,143,000 | 6.06% |
| Advisors Preferred, LLC | 49,969 | $9,367,000 | 5.44% |
| Spruce Investment Advisors LLC | 79,389 | $9,275,000 | 5.27% |
| Commonwealth Financial Services, LLC | 36,834 | $4,303,000 | 5.07% |
| NorthRock Partners, LLC | 90,145 | $10,540,000 | 4.72% |