ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 786 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $8,472,901 | -1.9% | 87,107 | +3.7% | 1.14% | -1.9% |
| Q1 2024 | $8,634,774 | +1.6% | 84,029 | +1.9% | 1.16% | -2.7% |
| Q4 2023 | $8,498,006 | +11.5% | 82,449 | -3.5% | 1.19% | +2.5% |
| 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 ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,013,290 | $118,383,000 | 18.04% |
| Noven Financial Group, Inc. | 128,691 | $15,035,000 | 10.12% |
| Probity Advisors, Inc. | 157,643 | $18,417,000 | 8.25% |
| Palisades Hudson Asset Management, L.P. | 73,762 | $8,618,000 | 7.02% |
| SONATA CAPITAL GROUP INC | 62,508 | $7,303,000 | 6.22% |
| HOME FEDERAL BANK OF TENNESSEE | 86,812 | $10,143,000 | 6.06% |
| Advisors Preferred, LLC | 49,969 | $9,367,000 | 5.44% |
| Spruce Investment Advisors LLC | 79,389 | $9,275,000 | 5.27% |
| Commonwealth Financial Services, LLC | 36,834 | $4,303,000 | 5.07% |
| NorthRock Partners, LLC | 90,145 | $10,540,000 | 4.72% |