ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $337,760 | +14.7% | 3,277 | -0.7% | 0.08% | +7.7% |
| Q3 2023 | $294,515 | -28.4% | 3,301 | -23.6% | 0.08% | -33.9% |
| Q2 2023 | $411,074 | -9.4% | 4,323 | -10.8% | 0.12% | -20.3% |
| Q1 2023 | $453,724 | -7.1% | 4,848 | -9.4% | 0.15% | -3.9% |
| Q4 2022 | $488,417 | +28.2% | 5,349 | +15.7% | 0.15% | -3.1% |
| Q3 2022 | $381,000 | -26.3% | 4,622 | -20.4% | 0.16% | -30.0% |
| Q2 2022 | $517,000 | +9.5% | 5,810 | +25.9% | 0.23% | +31.2% |
| Q1 2022 | $472,000 | – | 4,615 | – | 0.17% | – |
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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% |