ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 706 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $234,112 | +15.5% | 2,271 | 0.0% | 0.16% | +3.3% |
| Q3 2023 | $202,653 | -6.2% | 2,271 | 0.0% | 0.15% | -10.5% |
| Q2 2023 | $215,986 | +1.6% | 2,271 | 0.0% | 0.17% | -4.5% |
| Q1 2023 | $212,579 | +2.5% | 2,271 | 0.0% | 0.18% | -6.8% |
| Q4 2022 | $207,400 | +10.9% | 2,271 | 0.0% | 0.19% | -13.1% |
| Q3 2022 | $187,000 | -7.4% | 2,271 | 0.0% | 0.22% | -10.2% |
| Q2 2022 | $202,000 | -13.3% | 2,271 | 0.0% | 0.25% | +0.4% |
| Q1 2022 | $233,000 | -1.7% | 2,271 | 0.0% | 0.24% | +1.2% |
| Q4 2021 | $237,000 | – | 2,271 | – | 0.24% | – |
Download | ||||||
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% |