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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $800,125 | -6.3% | 8,968 | -0.1% | 0.33% | -2.1% |
| Q2 2023 | $854,003 | +0.7% | 8,981 | -0.9% | 0.33% | -0.3% |
| Q1 2023 | $847,925 | -0.6% | 9,060 | -3.0% | 0.34% | -13.4% |
| Q4 2022 | $852,835 | +79.2% | 9,340 | +61.8% | 0.39% | +68.3% |
| Q3 2022 | $476,000 | -8.8% | 5,772 | -1.5% | 0.23% | -6.9% |
| Q2 2022 | $522,000 | -7.1% | 5,861 | -0.2% | 0.25% | -0.8% |
| Q1 2022 | $562,000 | -9.5% | 5,873 | -1.1% | 0.25% | -0.8% |
| Q4 2021 | $621,000 | +3.7% | 5,941 | -0.1% | 0.25% | +5.0% |
| Q3 2021 | $599,000 | – | 5,948 | – | 0.24% | – |
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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% |