ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 786 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $493,714 | +0.6% | 4,866 | +0.1% | 0.03% | -13.9% |
| Q1 2024 | $490,613 | +0.1% | 4,860 | +0.1% | 0.04% | -10.0% |
| Q4 2023 | $490,143 | +24.6% | 4,857 | +7.6% | 0.04% | 0.0% |
| 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 | 1,013,290 | $118,383,000 | 18.04% |
| Noven Financial Group, Inc. | 128,691 | $15,035,000 | 10.12% |
| Probity Advisors, Inc. | 157,643 | $18,417,000 | 8.25% |
| Palisades Hudson Asset Management, L.P. | 73,762 | $8,618,000 | 7.02% |
| SONATA CAPITAL GROUP INC | 62,508 | $7,303,000 | 6.22% |
| HOME FEDERAL BANK OF TENNESSEE | 86,812 | $10,143,000 | 6.06% |
| Advisors Preferred, LLC | 49,969 | $9,367,000 | 5.44% |
| Spruce Investment Advisors LLC | 79,389 | $9,275,000 | 5.27% |
| Commonwealth Financial Services, LLC | 36,834 | $4,303,000 | 5.07% |
| NorthRock Partners, LLC | 90,145 | $10,540,000 | 4.72% |