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 | ||||
|---|---|---|---|---|---|---|
| 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 | 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% |