ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,052,555 | $66,332,000 | 7.61% |
| Capital Directions Investment Advisors, LLC | 0 | $19,140,000 | 7.34% |
| Broadview Financial Management, LLC | 111,935 | $7,054,161 | 7.07% |
| Sterling Financial Planning, Inc. | 133,936 | $8,441,000 | 5.92% |
| Pensionmark Financial Group, LLC | 359,276 | $22,642,000 | 5.38% |
| Hudson Capital Management LLC | 163,891 | $10,328,000 | 5.14% |
| Tanglewood Wealth Management, Inc. | 485,614 | $30,603,000 | 4.62% |
| Willis Johnson & Associates, Inc. | 501,093 | $31,579,000 | 4.60% |
| Main Management LLC | 555,088 | $34,982,000 | 4.32% |
| First Citizens Financial Corp | 67,838 | $4,275,000 | 4.21% |