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 | $412,621 | -6.2% | 4,625 | 0.0% | 0.10% | -2.8% |
| Q2 2023 | $439,769 | +2.0% | 4,625 | +0.4% | 0.11% | -2.8% |
| Q1 2023 | $431,094 | +2.9% | 4,607 | +0.4% | 0.11% | -2.7% |
| Q4 2022 | $419,118 | +11.5% | 4,590 | +0.3% | 0.11% | +1.8% |
| Q3 2022 | $376,000 | -7.4% | 4,578 | +0.6% | 0.11% | -2.7% |
| Q2 2022 | $406,000 | -12.7% | 4,550 | +0.3% | 0.11% | -1.7% |
| Q1 2022 | $465,000 | -1.5% | 4,537 | +0.3% | 0.12% | +5.5% |
| Q4 2021 | $472,000 | +4.0% | 4,525 | +0.5% | 0.11% | -4.4% |
| Q3 2021 | $454,000 | -3.8% | 4,503 | +0.5% | 0.11% | -6.6% |
| Q2 2021 | $472,000 | +4.7% | 4,481 | +0.2% | 0.12% | -2.4% |
| Q1 2021 | $451,000 | +24.6% | 4,471 | +0.3% | 0.12% | +13.6% |
| Q4 2020 | $362,000 | +32.6% | 4,457 | +100.0% | 0.11% | +14.6% |
| Q3 2020 | $273,000 | +2.2% | 2,229 | +0.5% | 0.10% | -18.6% |
| Q2 2020 | $267,000 | +19.2% | 2,218 | -1.5% | 0.12% | +5.4% |
| Q1 2020 | $224,000 | -38.1% | 2,252 | 0.0% | 0.11% | -22.2% |
| Q4 2019 | $362,000 | – | 2,252 | – | 0.14% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,386,130 | $139,639,000 | 16.94% |
| RGT Wealth Advisors, LLC | 848,419 | $85,470,000 | 16.68% |
| Johnson Midwest Financial, LLC | 148,540 | $14,964,000 | 15.66% |
| Palisades Hudson Asset Management, L.P. | 310,982 | $31,328,000 | 14.91% |
| PIERSHALE FINANCIAL GROUP, INC. | 290,249 | $29,240,000 | 12.66% |
| Barber Financial Group, Inc. | 527,197 | $53,110,000 | 7.75% |
| Polianta Ltd | 120,100 | $12,098,000 | 6.71% |
| Probity Advisors, Inc. | 284,076 | $28,618,000 | 6.39% |
| SAX WEALTH ADVISORS, LLC | 156,720 | $15,788,000 | 5.78% |
| Sterling Financial Planning, Inc. | 76,909 | $7,748,000 | 5.52% |