ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,623,900 | -4.8% | 51,826 | +1.5% | 0.70% | -0.3% |
| Q2 2023 | $4,854,518 | +22.9% | 51,052 | +20.9% | 0.70% | +14.4% |
| Q1 2023 | $3,951,290 | +5.6% | 42,219 | +3.0% | 0.61% | -0.2% |
| Q4 2022 | $3,741,046 | +13.5% | 40,971 | +2.5% | 0.61% | +5.0% |
| Q3 2022 | $3,296,000 | -6.0% | 39,976 | +1.5% | 0.58% | -2.7% |
| Q2 2022 | $3,507,000 | -13.6% | 39,390 | -0.6% | 0.60% | -3.2% |
| Q1 2022 | $4,057,000 | -2.6% | 39,619 | -0.6% | 0.62% | -1.1% |
| Q4 2021 | $4,166,000 | +1.9% | 39,867 | -1.9% | 0.63% | -5.6% |
| Q3 2021 | $4,090,000 | -4.0% | 40,629 | +0.6% | 0.66% | -2.9% |
| Q2 2021 | $4,260,000 | +3.4% | 40,404 | -1.2% | 0.68% | -2.3% |
| Q1 2021 | $4,119,000 | -3.5% | 40,887 | -22.1% | 0.70% | -10.2% |
| Q4 2020 | $4,268,000 | – | 52,495 | – | 0.78% | – |
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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% |