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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,160,214 | +11.4% | 11,257 | -3.6% | 1.03% | +34.2% |
| Q3 2023 | $1,041,825 | -6.3% | 11,677 | -0.2% | 0.77% | -4.5% |
| Q2 2023 | $1,112,271 | +1.8% | 11,697 | +0.2% | 0.80% | -8.3% |
| Q1 2023 | $1,092,671 | +2.5% | 11,675 | +0.0% | 0.88% | -4.7% |
| Q4 2022 | $1,065,897 | +6.2% | 11,673 | -0.8% | 0.92% | -8.7% |
| Q3 2022 | $1,004,000 | -18.3% | 11,773 | -14.7% | 1.01% | -26.3% |
| Q2 2022 | $1,229,000 | +2.0% | 13,803 | +17.3% | 1.37% | +17.8% |
| Q1 2022 | $1,205,000 | -4.5% | 11,768 | -2.5% | 1.16% | -2.4% |
| Q4 2021 | $1,262,000 | – | 12,075 | – | 1.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Portfolio Solutions, LLC | 857,041 | $119,831,000 | 16.58% |
| Noven Financial Group, Inc. | 124,603 | $17,422,000 | 11.11% |
| Palisades Hudson Asset Management, L.P. | 117,331 | $16,405,000 | 9.60% |
| Probity Advisors, Inc. | 148,405 | $20,750,000 | 7.83% |
| SONATA CAPITAL GROUP INC | 61,979 | $8,666,000 | 6.46% |
| HOME FEDERAL BANK OF TENNESSEE | 77,836 | $10,883,000 | 5.82% |
| NorthRock Partners, LLC | 85,667 | $11,965,000 | 5.01% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | 138,297 | $19,814,000 | 4.53% |
| Wolf Group Capital Advisors | 39,414 | $5,511,000 | 4.24% |
| Leicht Financial Planning & Wealth Management, Inc. | 33,751 | $4,694,000 | 4.04% |