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 | $351,669 | -95.2% | 3,942 | -94.9% | 0.03% | -96.1% |
| Q2 2023 | $7,373,408 | +6.4% | 77,541 | +4.7% | 0.86% | +3.8% |
| Q1 2023 | $6,933,145 | +8.8% | 74,080 | +6.1% | 0.83% | -2.2% |
| Q4 2022 | $6,374,195 | +49.5% | 69,808 | +35.0% | 0.84% | +30.8% |
| Q3 2022 | $4,265,000 | +39.5% | 51,726 | +50.6% | 0.65% | +42.0% |
| Q2 2022 | $3,057,000 | +59.1% | 34,338 | +83.1% | 0.46% | +80.6% |
| Q1 2022 | $1,921,000 | +146.6% | 18,757 | +151.6% | 0.25% | +144.7% |
| Q4 2021 | $779,000 | +54.6% | 7,455 | +48.9% | 0.10% | +41.1% |
| Q3 2021 | $504,000 | +32.3% | 5,006 | +38.2% | 0.07% | +58.7% |
| Q2 2021 | $381,000 | +376.2% | 3,623 | +355.2% | 0.05% | +253.8% |
| Q1 2021 | $80,000 | +515.4% | 796 | +365.5% | 0.01% | +333.3% |
| Q4 2020 | $13,000 | – | 171 | – | 0.00% | – |
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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% |