ISHARES TR's ticker is IJS and the CUSIP is 464287879. A total of 226 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.05 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $717,864 | -1.3% | 8,046 | +5.2% | 0.00% | 0.0% |
Q2 2023 | $727,058 | +1.6% | 7,646 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $715,589 | +2.5% | 7,646 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $698,156 | +10.8% | 7,646 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $630,000 | -7.5% | 7,646 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $681,000 | -14.0% | 7,646 | -1.1% | 0.00% | 0.0% |
Q1 2022 | $792,000 | -2.0% | 7,732 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $808,000 | -3.0% | 7,732 | -6.5% | 0.00% | 0.0% |
Q3 2021 | $833,000 | +17.7% | 8,270 | +23.1% | 0.00% | +33.3% |
Q2 2021 | $708,000 | +16.3% | 6,718 | +11.1% | 0.00% | 0.0% |
Q1 2021 | $609,000 | +23.8% | 6,048 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $492,000 | +33.0% | 6,048 | +100.0% | 0.00% | +50.0% |
Q3 2020 | $370,000 | +1.6% | 3,024 | 0.0% | 0.00% | -33.3% |
Q2 2020 | $364,000 | +20.5% | 3,024 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $302,000 | -37.9% | 3,024 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $486,000 | +6.6% | 3,024 | -0.3% | 0.00% | 0.0% |
Q3 2019 | $456,000 | +1.1% | 3,033 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $451,000 | -3.4% | 3,033 | -4.3% | 0.00% | -25.0% |
Q1 2019 | $467,000 | +11.7% | 3,168 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $418,000 | -21.0% | 3,168 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $529,000 | +2.3% | 3,168 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $517,000 | +8.2% | 3,168 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $478,000 | -1.8% | 3,168 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $487,000 | +3.6% | 3,168 | 0.0% | 0.00% | 0.0% |
Q3 2017 | $470,000 | +6.1% | 3,168 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $443,000 | +0.9% | 3,168 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $439,000 | -1.1% | 3,168 | 0.0% | 0.00% | 0.0% |
Q4 2016 | $444,000 | +23.3% | 3,168 | +9.8% | 0.00% | 0.0% |
Q3 2016 | $360,000 | +6.8% | 2,885 | 0.0% | 0.00% | +33.3% |
Q2 2016 | $337,000 | +3.1% | 2,885 | 0.0% | 0.00% | 0.0% |
Q1 2016 | $327,000 | +4.8% | 2,885 | 0.0% | 0.00% | 0.0% |
Q4 2015 | $312,000 | +8.3% | 2,885 | +4.9% | 0.00% | 0.0% |
Q3 2015 | $288,000 | -11.1% | 2,750 | 0.0% | 0.00% | 0.0% |
Q2 2015 | $324,000 | -0.9% | 2,750 | 0.0% | 0.00% | 0.0% |
Q1 2015 | $327,000 | +0.9% | 2,750 | 0.0% | 0.00% | 0.0% |
Q4 2014 | $324,000 | +9.8% | 2,750 | 0.0% | 0.00% | +50.0% |
Q3 2014 | $295,000 | -6.9% | 2,750 | 0.0% | 0.00% | -33.3% |
Q2 2014 | $317,000 | +1.6% | 2,750 | 0.0% | 0.00% | 0.0% |
Q1 2014 | $312,000 | +2.0% | 2,750 | 0.0% | 0.00% | +50.0% |
Q4 2013 | $306,000 | +8.9% | 2,750 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $281,000 | +0.4% | 2,750 | -8.3% | 0.00% | -33.3% |
Q2 2013 | $280,000 | – | 3,000 | – | 0.00% | – |
Download |
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% |