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 | $87,793 | -6.2% | 984 | 0.0% | 0.06% | -4.9% |
| Q2 2023 | $93,569 | +1.6% | 984 | 0.0% | 0.06% | +1.7% |
| Q1 2023 | $92,093 | +2.5% | 984 | 0.0% | 0.06% | -1.6% |
| Q4 2022 | $89,849 | +10.9% | 984 | 0.0% | 0.06% | +3.4% |
| Q3 2022 | $81,000 | -8.0% | 984 | 0.0% | 0.06% | -3.3% |
| Q2 2022 | $88,000 | -12.9% | 984 | 0.0% | 0.06% | -3.2% |
| Q1 2022 | $101,000 | -1.9% | 984 | 0.0% | 0.06% | +5.0% |
| Q4 2021 | $103,000 | +1.0% | 984 | -3.0% | 0.06% | -3.2% |
| Q3 2021 | $102,000 | -1.9% | 1,014 | +3.0% | 0.06% | -6.1% |
| Q2 2021 | $104,000 | 0.0% | 984 | -4.6% | 0.07% | -2.9% |
| Q1 2021 | $104,000 | +13.0% | 1,031 | -8.8% | 0.07% | -5.6% |
| Q4 2020 | $92,000 | +33.3% | 1,130 | +100.0% | 0.07% | +24.1% |
| Q3 2020 | $69,000 | +1.5% | 565 | 0.0% | 0.06% | -1.7% |
| Q2 2020 | $68,000 | +21.4% | 565 | 0.0% | 0.06% | +3.5% |
| Q1 2020 | $56,000 | -38.5% | 565 | 0.0% | 0.06% | -26.0% |
| Q4 2019 | $91,000 | – | 565 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 788,291 | $94,887,000 | 13.55% |
| Palisades Hudson Asset Management, L.P. | 113,810 | $13,699,000 | 9.36% |
| One Wealth Advisors, LLC | 69,627 | $8,381,000 | 6.66% |
| Probity Advisors, Inc. | 134,440 | $16,183,000 | 5.01% |
| Centerpoint Advisors, LLC | 41,847 | $5,037,000 | 4.07% |
| MACRO Consulting Group | 42,389 | $5,102,000 | 3.54% |
| SPC Financial, Inc. | 140,190 | $16,875,000 | 3.52% |
| Ellis Investment Partners, LLC | 74,105 | $8,748,000 | 3.28% |
| MARKET STREET WEALTH MANAGEMENT ADVISORS LLC | 29,057 | $3,498,000 | 3.19% |
| Broadview Financial Management, LLC | 30,397 | $3,659,000 | 2.93% |