ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $430,665 | -8.0% | 4,827 | -2.0% | 0.24% | -11.1% |
| Q2 2023 | $468,128 | +2.6% | 4,923 | +1.0% | 0.27% | -2.5% |
| Q1 2023 | $456,064 | +1.5% | 4,873 | -1.0% | 0.28% | -5.5% |
| Q4 2022 | $449,519 | +11.0% | 4,923 | 0.0% | 0.29% | 0.0% |
| Q3 2022 | $405,000 | -7.3% | 4,923 | +0.2% | 0.29% | -1.7% |
| Q2 2022 | $437,000 | -12.9% | 4,913 | +0.2% | 0.30% | +4.9% |
| Q1 2022 | $502,000 | -4.2% | 4,903 | -2.4% | 0.28% | +11.4% |
| Q4 2021 | $524,000 | – | 5,022 | – | 0.26% | – |
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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% |