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 | $4,714,709 | -6.7% | 52,844 | -0.5% | 2.81% | -6.2% |
| Q2 2023 | $5,051,241 | +3.7% | 53,121 | +2.1% | 3.00% | -3.9% |
| Q1 2023 | $4,870,015 | +3.6% | 52,036 | +1.1% | 3.12% | -3.5% |
| Q4 2022 | $4,698,596 | +9.5% | 51,458 | -1.1% | 3.23% | -1.2% |
| Q3 2022 | $4,291,000 | -6.7% | 52,040 | +0.8% | 3.27% | -2.1% |
| Q2 2022 | $4,598,000 | -11.8% | 51,650 | +1.4% | 3.34% | +2.0% |
| Q1 2022 | $5,213,000 | -0.0% | 50,918 | +2.0% | 3.27% | -1.5% |
| Q4 2021 | $5,214,000 | +7.2% | 49,902 | +3.3% | 3.32% | -3.2% |
| Q3 2021 | $4,862,000 | -0.8% | 48,293 | +3.9% | 3.43% | -2.9% |
| Q2 2021 | $4,901,000 | +18.3% | 46,486 | +13.0% | 3.53% | -5.3% |
| Q1 2021 | $4,142,000 | +28.8% | 41,121 | +4.0% | 3.73% | +17.4% |
| Q4 2020 | $3,215,000 | – | 39,539 | – | 3.18% | – |
Download | ||||||
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% |