ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $280,147 | -3.7% | 3,878 | 0.0% | 0.01% | -9.1% |
| Q2 2023 | $290,850 | +4.9% | 3,878 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $277,316 | +4.7% | 3,878 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $264,867 | +5.5% | 3,878 | -2.8% | 0.01% | 0.0% |
| Q3 2022 | $251,000 | -1.2% | 3,988 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $254,000 | -17.5% | 3,988 | 0.0% | 0.01% | -8.3% |
| Q1 2022 | $308,000 | -13.7% | 3,988 | -4.8% | 0.01% | -7.7% |
| Q4 2021 | $357,000 | +7.5% | 4,188 | 0.0% | 0.01% | -7.1% |
| Q3 2021 | $332,000 | -6.5% | 4,188 | -4.6% | 0.01% | 0.0% |
| Q2 2021 | $355,000 | -0.6% | 4,388 | -3.8% | 0.01% | -12.5% |
| Q1 2021 | $357,000 | -3.8% | 4,560 | -11.1% | 0.02% | -5.9% |
| Q4 2020 | $371,000 | +19.7% | 5,132 | +296.0% | 0.02% | +13.3% |
| Q3 2020 | $310,000 | +48.3% | 1,296 | +38.6% | 0.02% | +36.4% |
| Q2 2020 | $209,000 | +25.1% | 935 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $167,000 | -19.7% | 935 | +7.2% | 0.01% | 0.0% |
| Q4 2019 | $208,000 | +2.5% | 872 | 0.0% | 0.01% | -8.3% |
| Q3 2018 | $203,000 | – | 872 | – | 0.01% | – |
Download | ||||||
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% |