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 | $200,923 | -6.2% | 2,252 | 0.0% | 0.02% | -7.7% |
| Q2 2023 | $214,143 | +1.6% | 2,252 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $210,765 | +2.5% | 2,252 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $205,630 | -81.9% | 2,252 | -82.4% | 0.03% | -83.7% |
| Q2 2022 | $1,137,000 | +371.8% | 12,768 | +441.5% | 0.17% | +391.4% |
| Q1 2022 | $241,000 | -90.8% | 2,358 | -87.5% | 0.04% | -89.9% |
| Q4 2021 | $2,611,000 | -3.8% | 18,813 | -9.8% | 0.35% | -6.5% |
| Q3 2021 | $2,713,000 | -2.0% | 20,864 | 0.0% | 0.37% | -8.4% |
| Q2 2021 | $2,767,000 | +3.4% | 20,864 | 0.0% | 0.41% | +4.6% |
| Q1 2021 | $2,675,000 | +10.7% | 20,864 | -1.4% | 0.39% | +2.4% |
| Q4 2020 | $2,417,000 | – | 21,170 | – | 0.38% | – |
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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% |