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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| RGT Wealth Advisors, LLC | 849,049 | $89,515,000 | 16.08% |
| Portfolio Solutions, LLC | 1,318,891 | $134,197,000 | 15.64% |
| Johnson Midwest Financial, LLC | 150,019 | $15,816,000 | 15.56% |
| Palisades Hudson Asset Management, L.P. | 308,210 | $32,495,000 | 14.51% |
| PIERSHALE FINANCIAL GROUP, INC. | 289,788 | $30,552,000 | 12.03% |
| Barber Financial Group, Inc. | 532,750 | $56,168,000 | 7.64% |
| Probity Advisors, Inc. | 277,937 | $29,303,000 | 6.17% |
| Camarda Financial Advisors, LLC | 89,480 | $9,434,000 | 5.83% |
| SAX WEALTH ADVISORS, LLC | 156,044 | $16,452,000 | 5.64% |
| Sterling Financial Planning, Inc. | 79,647 | $8,397,000 | 5.45% |