ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 634 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $588,927 | -6.4% | 6,601 | -0.3% | 0.12% | -14.2% |
| Q2 2023 | $629,385 | +3.3% | 6,619 | +1.7% | 0.13% | -7.6% |
| Q1 2023 | $609,297 | +3.4% | 6,510 | +0.8% | 0.14% | -8.8% |
| Q4 2022 | $589,497 | +11.9% | 6,456 | +1.3% | 0.16% | -16.8% |
| Q3 2022 | $527,000 | -4.7% | 6,372 | +2.7% | 0.19% | +2.1% |
| Q2 2022 | $553,000 | -12.1% | 6,203 | +0.9% | 0.19% | -3.6% |
| Q1 2022 | $629,000 | -1.6% | 6,150 | +0.2% | 0.19% | +2.1% |
| Q4 2021 | $639,000 | +5.8% | 6,140 | +2.3% | 0.19% | -9.1% |
| Q3 2021 | $604,000 | -2.4% | 6,001 | +2.0% | 0.21% | -5.9% |
| Q2 2021 | $619,000 | +22.1% | 5,884 | +17.0% | 0.22% | +9.9% |
| Q1 2021 | $507,000 | – | 5,029 | – | 0.20% | – |
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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% |