ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 694 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.30 and the average weighting 0.3%.
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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |