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 | $747,753 | -6.2% | 8,381 | 0.0% | 0.43% | -3.8% |
| Q2 2023 | $796,949 | +1.6% | 8,381 | 0.0% | 0.44% | -4.3% |
| Q1 2023 | $784,378 | +2.5% | 8,381 | 0.0% | 0.46% | -4.5% |
| Q4 2022 | $765,269 | -4.5% | 8,381 | -13.8% | 0.49% | -19.0% |
| Q3 2022 | $801,000 | -7.4% | 9,719 | 0.0% | 0.60% | -4.9% |
| Q2 2022 | $865,000 | -13.2% | 9,719 | -0.2% | 0.63% | -4.5% |
| Q1 2022 | $997,000 | -9.0% | 9,739 | -7.1% | 0.66% | -11.5% |
| Q4 2021 | $1,096,000 | – | 10,485 | – | 0.75% | – |
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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% |