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 | $429,831 | -10.8% | 4,818 | -4.9% | 0.28% | -6.1% |
| Q2 2023 | $481,883 | +5.5% | 5,068 | +3.8% | 0.29% | -0.3% |
| Q1 2023 | $456,958 | +20.8% | 4,883 | +17.9% | 0.30% | +17.1% |
| Q4 2022 | $378,248 | +9.3% | 4,142 | -1.2% | 0.25% | +4.1% |
| Q3 2022 | $346,000 | -18.4% | 4,192 | -12.0% | 0.24% | -16.0% |
| Q2 2022 | $424,000 | -30.7% | 4,762 | -20.3% | 0.29% | -16.0% |
| Q1 2022 | $612,000 | +10.5% | 5,976 | +5.9% | 0.34% | +17.9% |
| Q4 2021 | $554,000 | -1.4% | 5,644 | +9.2% | 0.29% | +5.8% |
| Q3 2021 | $562,000 | -43.3% | 5,167 | -45.7% | 0.28% | -47.7% |
| Q2 2021 | $992,000 | +66.7% | 9,512 | +62.3% | 0.53% | +51.1% |
| Q1 2021 | $595,000 | – | 5,861 | – | 0.35% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |