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 ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 857,041 | $119,831,000 | 16.58% |
| Noven Financial Group, Inc. | 124,603 | $17,422,000 | 11.11% |
| Palisades Hudson Asset Management, L.P. | 117,331 | $16,405,000 | 9.60% |
| Probity Advisors, Inc. | 148,405 | $20,750,000 | 7.83% |
| SONATA CAPITAL GROUP INC | 61,979 | $8,666,000 | 6.46% |
| HOME FEDERAL BANK OF TENNESSEE | 77,836 | $10,883,000 | 5.82% |
| NorthRock Partners, LLC | 85,667 | $11,965,000 | 5.01% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 138,297 | $19,814,000 | 4.53% |
| Wolf Group Capital Advisors | 39,414 | $5,511,000 | 4.24% |
| Leicht Financial Planning & Wealth Management, Inc. | 33,751 | $4,694,000 | 4.04% |