ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 681 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,818,201 | -9.1% | 44,621 | +3.4% | 2.30% | -6.7% |
| Q2 2023 | $4,202,003 | -7.0% | 43,159 | -12.2% | 2.47% | -13.1% |
| Q1 2023 | $4,519,265 | -0.8% | 49,133 | +1.7% | 2.84% | -6.6% |
| Q4 2022 | $4,555,657 | +9.1% | 48,305 | +1.2% | 3.04% | -2.1% |
| Q3 2022 | $4,177,000 | +1.7% | 47,728 | +1.4% | 3.10% | +2.1% |
| Q2 2022 | $4,107,000 | -12.0% | 47,065 | +0.3% | 3.04% | -6.4% |
| Q1 2022 | $4,665,000 | -4.2% | 46,931 | +1.6% | 3.25% | -6.8% |
| Q4 2021 | $4,868,000 | +4.0% | 46,177 | +1.8% | 3.48% | -3.1% |
| Q3 2021 | $4,683,000 | +1.7% | 45,345 | +0.2% | 3.60% | +0.9% |
| Q2 2021 | $4,605,000 | +5.0% | 45,253 | +4.6% | 3.56% | -7.6% |
| Q1 2021 | $4,385,000 | +31.9% | 43,263 | +6.0% | 3.86% | +11.3% |
| Q4 2020 | $3,324,000 | – | 40,801 | – | 3.46% | – |
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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% |