ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 727 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,116,384 | -0.5% | 10,267 | -6.0% | 0.97% | -10.5% |
| Q1 2024 | $1,122,008 | -1.2% | 10,919 | -0.9% | 1.09% | -16.0% |
| Q4 2023 | $1,135,153 | +25.7% | 11,013 | +8.8% | 1.29% | +15.7% |
| Q3 2023 | $902,769 | +13.1% | 10,118 | +20.5% | 1.12% | +4.0% |
| Q2 2023 | $798,230 | -0.7% | 8,394 | -2.3% | 1.08% | -6.8% |
| Q1 2023 | $803,935 | -1.2% | 8,590 | -3.6% | 1.15% | -8.2% |
| Q4 2022 | $813,634 | +4.4% | 8,911 | +10.6% | 1.26% | +7.8% |
| Q2 2022 | $779,000 | -7.2% | 8,060 | -1.7% | 1.16% | +2.8% |
| Q1 2022 | $839,000 | -4.2% | 8,196 | -2.2% | 1.13% | +0.4% |
| Q4 2021 | $876,000 | +2.7% | 8,381 | -1.1% | 1.13% | -5.0% |
| Q3 2021 | $853,000 | -1.8% | 8,471 | +2.7% | 1.19% | -3.3% |
| Q2 2021 | $869,000 | +12.3% | 8,245 | +7.3% | 1.23% | +1.4% |
| Q1 2021 | $774,000 | – | 7,681 | – | 1.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 1,013,290 | $118,383,000 | 18.04% |
| Noven Financial Group, Inc. | 128,691 | $15,035,000 | 10.12% |
| Probity Advisors, Inc. | 157,643 | $18,417,000 | 8.25% |
| Palisades Hudson Asset Management, L.P. | 73,762 | $8,618,000 | 7.02% |
| SONATA CAPITAL GROUP INC | 62,508 | $7,303,000 | 6.22% |
| HOME FEDERAL BANK OF TENNESSEE | 86,812 | $10,143,000 | 6.06% |
| Advisors Preferred, LLC | 49,969 | $9,367,000 | 5.44% |
| Spruce Investment Advisors LLC | 79,389 | $9,275,000 | 5.27% |
| Commonwealth Financial Services, LLC | 36,834 | $4,303,000 | 5.07% |
| NorthRock Partners, LLC | 90,145 | $10,540,000 | 4.72% |