NORTHEAST INVESTMENT MANAGEMENT - ISHARES TR ownership

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
NORTHEAST INVESTMENT MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$245,760
-3.7%
3,4020.0%0.01%0.0%
Q2 2023$255,150
+4.9%
3,4020.0%0.01%
-6.7%
Q1 2023$243,277
+104760.8%
3,4020.0%0.02%0.0%
Q4 2022$232
-99.9%
3,402
+4.5%
0.02%
+7.1%
Q3 2022$205,000
-1.4%
3,2560.0%0.01%
+7.7%
Q2 2022$208,000
-17.5%
3,2560.0%0.01%0.0%
Q1 2022$252,0003,2560.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Main Management ETF Advisors, LLC 2,572,400$185,83013.20%
Broadview Financial Management, LLC 108,464$7,835,4507.25%
Main Management LLC 834,750$60,3026.11%
Sterling Financial Planning, Inc. 158,256$11,432,4315.86%
Camarda Financial Advisors, LLC 111,388$8,046,6695.19%
Hudson Capital Management LLC 179,280$12,951,2185.16%
Corundum Trust Company, INC 22,792$1,646,4944.92%
Smith Anglin Financial, LLC 546,341$39,467,6384.80%
Willis Johnson & Associates, Inc. 583,262$42,134,8134.32%
First Citizens Financial Corp 73,057$5,277,6383.72%
View complete list of ISHARES TR shareholders