ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 697 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $393,419 | -19.5% | 4,516 | -10.6% | 0.04% | -24.5% |
| Q2 2023 | $488,711 | +80.3% | 5,049 | +72.0% | 0.05% | +47.2% |
| Q1 2023 | $270,995 | +2.0% | 2,935 | +4.2% | 0.04% | -10.0% |
| Q4 2022 | $265,646 | +4.6% | 2,816 | -8.6% | 0.04% | -21.6% |
| Q3 2022 | $254,000 | -7.3% | 3,080 | 0.0% | 0.05% | -13.6% |
| Q2 2022 | $274,000 | -24.3% | 3,080 | -12.5% | 0.06% | -27.2% |
| Q1 2022 | $362,000 | +10.4% | 3,520 | +13.5% | 0.08% | -19.8% |
| Q4 2021 | $328,000 | – | 3,101 | – | 0.10% | – |
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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% |