ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $602,106 | -3.7% | 8,335 | 0.0% | 0.97% | +4.1% |
| Q2 2023 | $625,125 | +2.8% | 8,335 | -2.0% | 0.94% | -2.9% |
| Q1 2023 | $608,178 | +2.5% | 8,505 | -2.1% | 0.96% | +3.1% |
| Q4 2022 | $593,426 | -1.3% | 8,690 | -8.9% | 0.94% | -12.1% |
| Q3 2022 | $601,000 | +1.9% | 9,539 | +2.9% | 1.06% | +5.9% |
| Q2 2022 | $590,000 | -21.4% | 9,271 | -4.5% | 1.00% | -7.8% |
| Q1 2022 | $751,000 | -14.3% | 9,711 | -5.5% | 1.09% | -10.3% |
| Q4 2021 | $876,000 | – | 10,271 | – | 1.22% | – |
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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% |