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 | $4,459,149 | +9.5% | 45,843 | +15.7% | 2.29% | +15.2% |
| Q1 2024 | $4,072,585 | +59.6% | 39,632 | +60.1% | 1.99% | +60.9% |
| Q4 2023 | $2,551,910 | +1.5% | 24,759 | -12.1% | 1.24% | -5.4% |
| Q3 2023 | $2,513,327 | +86.9% | 28,170 | +99.2% | 1.31% | +100.6% |
| Q2 2023 | $1,344,477 | +39.1% | 14,139 | +36.9% | 0.65% | +37.6% |
| Q1 2023 | $966,316 | +59.1% | 10,325 | +55.2% | 0.47% | +62.9% |
| Q4 2022 | $607,395 | – | 6,652 | – | 0.29% | – |
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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% |