ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 610 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,240,182 | +103.4% | 100,224 | +111.2% | 0.75% | +154.6% |
| Q2 2023 | $3,559,575 | -19.7% | 47,461 | -23.4% | 0.29% | -27.5% |
| Q1 2023 | $4,433,620 | -78.5% | 62,000 | -74.4% | 0.40% | -77.4% |
| Q4 2021 | $20,633,000 | +39.4% | 242,000 | +18.0% | 1.79% | +3.2% |
| Q4 2020 | $14,805,000 | -18.4% | 205,000 | +153.1% | 1.73% | +9.0% |
| Q3 2019 | $18,133,000 | +33.6% | 81,000 | +35.0% | 1.59% | +75.1% |
| Q2 2019 | $13,576,000 | -33.0% | 60,000 | -43.4% | 0.91% | -47.2% |
| Q4 2018 | $20,270,000 | -30.6% | 106,000 | -18.5% | 1.72% | -29.7% |
| Q2 2018 | $29,221,000 | +13.8% | 130,000 | -7.7% | 2.44% | +6.1% |
| Q4 2016 | $25,672,000 | +19.7% | 140,900 | +11.4% | 2.30% | +20.8% |
| Q2 2015 | $21,442,000 | – | 126,500 | – | 1.91% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Centerpoint Advisors, LLC | 67,506 | $14,739,000 | 12.84% |
| Capital Directions Investment Advisors, LLC | 143,579 | $31,348,000 | 9.85% |
| Broadview Financial Management, LLC | 42,034 | $9,177,000 | 9.06% |
| Pinnacle Family Advisors, LLC | 63,881 | $13,947,000 | 7.96% |
| Howard Capital Management Inc. | 203,248 | $44,375,000 | 5.60% |
| Monument Capital Management | 34,181 | $7,280,000 | 4.98% |
| Perkins Coie Trust Co | 44,164 | $9,642,000 | 4.79% |
| LVZ, Inc. | 71,563 | $15,624,000 | 4.24% |
| Capital Advisors, Ltd. LLC | 58,064 | $12,677,000 | 4.10% |
| Starfire Investment Advisers, Inc. | 32,269 | $7,045,000 | 3.67% |