ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 710 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 0.42 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $390,669 | -5.1% | 4,016 | +0.3% | 0.22% | -9.0% |
| Q1 2024 | $411,533 | -0.1% | 4,005 | +0.2% | 0.24% | -6.9% |
| Q4 2023 | $411,898 | +32.6% | 3,996 | +14.7% | 0.26% | +19.1% |
| Q3 2023 | $310,729 | +0.2% | 3,483 | +6.8% | 0.22% | +1.4% |
| Q2 2023 | $310,158 | +10.2% | 3,262 | +8.4% | 0.22% | +5.9% |
| Q1 2023 | $281,524 | +2.7% | 3,008 | +0.2% | 0.20% | +11.4% |
| Q4 2022 | $274,221 | – | 3,003 | – | 0.18% | – |
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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% |