ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,629 | -5.4% | 758 | +0.8% | 0.01% | -6.7% |
| Q2 2023 | $71,460 | -17.2% | 752 | -18.4% | 0.02% | -37.5% |
| Q1 2023 | $86,265 | +6.2% | 922 | +3.7% | 0.02% | 0.0% |
| Q4 2022 | $81,218 | +8.3% | 889 | +5.0% | 0.02% | +14.3% |
| Q2 2022 | $75,000 | -9.6% | 847 | +3.9% | 0.02% | 0.0% |
| Q1 2022 | $83,000 | -39.9% | 815 | -38.2% | 0.02% | -38.2% |
| Q4 2021 | $138,000 | +375.9% | 1,319 | +359.6% | 0.03% | +183.3% |
| Q3 2021 | $29,000 | -14.7% | 287 | -11.7% | 0.01% | +20.0% |
| Q2 2021 | $34,000 | +142.9% | 325 | +140.7% | 0.01% | +100.0% |
| Q1 2021 | $14,000 | -48.1% | 135 | -59.6% | 0.01% | -76.2% |
| Q4 2020 | $27,000 | – | 334 | – | 0.02% | – |
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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% |