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 ↓ |
|---|---|---|---|
| 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% |