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 | $7,619,822 | -7.7% | 85,405 | -1.6% | 1.16% | -3.0% |
| Q2 2023 | $8,253,229 | +13.7% | 86,794 | +11.9% | 1.20% | +7.0% |
| Q1 2023 | $7,256,508 | +1.5% | 77,535 | -0.9% | 1.12% | -3.7% |
| Q4 2022 | $7,146,568 | +15.3% | 78,267 | +4.2% | 1.16% | +2.1% |
| Q3 2022 | $6,196,000 | -17.9% | 75,146 | -11.3% | 1.14% | -1.4% |
| Q2 2022 | $7,543,000 | -15.3% | 84,726 | -2.5% | 1.16% | -3.7% |
| Q1 2022 | $8,901,000 | -1.4% | 86,929 | +0.6% | 1.20% | +1.6% |
| Q4 2021 | $9,030,000 | – | 86,422 | – | 1.18% | – |
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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% |