ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 711 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,622,985 | -6.5% | 63,024 | -0.3% | 0.23% | -3.8% |
| Q2 2023 | $6,011,002 | +2.5% | 63,214 | +0.9% | 0.24% | -2.5% |
| Q1 2023 | $5,862,689 | +8.2% | 62,642 | -4.6% | 0.24% | -16.7% |
| Q3 2022 | $5,416,000 | -6.9% | 65,691 | +0.5% | 0.29% | -1.7% |
| Q2 2022 | $5,818,000 | -17.3% | 65,354 | -3.0% | 0.30% | -23.0% |
| Q4 2021 | $7,037,000 | – | 67,342 | – | 0.39% | – |
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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% |