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 | $450,799 | -6.2% | 5,053 | 0.0% | 0.06% | -8.8% |
| Q2 2023 | $480,458 | +1.6% | 5,053 | 0.0% | 0.07% | -10.5% |
| Q1 2023 | $472,879 | +2.5% | 5,053 | 0.0% | 0.08% | -27.6% |
| Q4 2022 | $461,359 | +10.6% | 5,053 | 0.0% | 0.10% | -5.4% |
| Q3 2022 | $417,000 | -7.3% | 5,053 | 0.0% | 0.11% | +38.8% |
| Q2 2022 | $450,000 | -13.0% | 5,053 | 0.0% | 0.08% | -1.2% |
| Q1 2022 | $517,000 | -3.7% | 5,053 | -1.8% | 0.08% | +26.6% |
| Q4 2021 | $537,000 | +3.7% | 5,144 | 0.0% | 0.06% | -14.7% |
| Q3 2021 | $518,000 | -4.4% | 5,144 | 0.0% | 0.08% | -16.7% |
| Q2 2021 | $542,000 | +8.6% | 5,144 | +3.8% | 0.09% | -15.1% |
| Q1 2021 | $499,000 | – | 4,956 | – | 0.11% | – |
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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% |