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 | $1,883,932 | -7.8% | 21,116 | -1.7% | 0.24% | +2.1% |
| Q2 2023 | $2,042,744 | +70.4% | 21,482 | +67.7% | 0.24% | +54.9% |
| Q1 2023 | $1,198,945 | -1.0% | 12,811 | -3.4% | 0.15% | -3.8% |
| Q4 2022 | $1,211,396 | -42.2% | 13,267 | -47.8% | 0.16% | -49.7% |
| Q3 2022 | $2,097,000 | -7.6% | 25,437 | -0.2% | 0.32% | -4.2% |
| Q2 2022 | $2,269,000 | +13.3% | 25,486 | +30.3% | 0.33% | +18.7% |
| Q1 2022 | $2,002,000 | -5.0% | 19,556 | -3.0% | 0.28% | -6.4% |
| Q4 2021 | $2,107,000 | +14.8% | 20,167 | +10.6% | 0.30% | +4.6% |
| Q3 2021 | $1,835,000 | -3.7% | 18,227 | +0.9% | 0.28% | -6.0% |
| Q2 2021 | $1,905,000 | +39.6% | 18,070 | +33.3% | 0.30% | +21.3% |
| Q1 2021 | $1,365,000 | +57.1% | 13,551 | +26.8% | 0.25% | +54.7% |
| Q4 2020 | $869,000 | +29.7% | 10,685 | +95.3% | 0.16% | +2.5% |
| Q3 2020 | $670,000 | +3.2% | 5,471 | +1.4% | 0.16% | -6.5% |
| Q2 2020 | $649,000 | +36.9% | 5,394 | +13.7% | 0.17% | +14.3% |
| Q1 2020 | $474,000 | -42.2% | 4,742 | -7.0% | 0.15% | -7.0% |
| Q4 2019 | $820,000 | – | 5,101 | – | 0.16% | – |
Download | ||||||
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% |