ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 563 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $446,011 | -10.8% | 4,999 | -5.0% | 0.13% | -9.2% |
| Q2 2023 | $500,174 | +1.6% | 5,260 | 0.0% | 0.14% | -4.7% |
| Q1 2023 | $492,284 | +2.5% | 5,260 | 0.0% | 0.15% | -4.5% |
| Q4 2022 | $480,291 | +4.2% | 5,260 | -5.9% | 0.16% | -7.7% |
| Q3 2022 | $461,000 | -4.6% | 5,587 | +2.9% | 0.17% | -3.4% |
| Q2 2022 | $483,000 | -13.0% | 5,428 | +0.1% | 0.18% | -2.8% |
| Q1 2022 | $555,000 | -2.5% | 5,424 | -0.4% | 0.18% | +1.7% |
| Q4 2021 | $569,000 | +4.6% | 5,446 | +0.8% | 0.18% | -2.2% |
| Q3 2021 | $544,000 | -4.6% | 5,402 | 0.0% | 0.18% | -5.2% |
| Q2 2021 | $570,000 | +4.8% | 5,402 | 0.0% | 0.19% | -4.0% |
| Q1 2021 | $544,000 | +23.9% | 5,402 | 0.0% | 0.20% | +16.4% |
| Q4 2020 | $439,000 | – | 5,402 | – | 0.17% | – |
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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% |