ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 708 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 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 ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 48,834 | $3,868,629 | 3.59% |
| Dentgroup LLC | 6,245 | $494,721 | 0.44% |
| Harbour Capital Advisors, LLC | 10,180 | $783,046 | 0.22% |
| Bromfield Sneider Wealth Advisors | 2,984 | $236,389 | 0.16% |
| Montecito Bank & Trust | 8,946 | $708,702 | 0.15% |
| DOLIVER ADVISORS, LP | 5,486 | $434,601 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 3,210 | $254,296 | 0.13% |
| High Net Worth Advisory Group LLC | 3,080 | $243,998 | 0.09% |
| FC Advisory LLC | 2,732 | $216,413 | 0.08% |
| Founders Capital Management | 1,126 | $89,202 | 0.06% |