ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $324,213 | -3.9% | 4,488 | -0.2% | 0.03% | 0.0% |
| Q2 2023 | $337,200 | +4.9% | 4,496 | 0.0% | 0.03% | -3.4% |
| Q1 2023 | $321,509 | -31.5% | 4,496 | -34.6% | 0.03% | -37.0% |
| Q4 2022 | $469,375 | +8.4% | 6,872 | 0.0% | 0.05% | +2.2% |
| Q3 2022 | $433,000 | -1.1% | 6,872 | 0.0% | 0.04% | +7.1% |
| Q2 2022 | $438,000 | -17.5% | 6,872 | 0.0% | 0.04% | -2.3% |
| Q1 2022 | $531,000 | -9.4% | 6,872 | 0.0% | 0.04% | -4.4% |
| Q4 2021 | $586,000 | +5.6% | 6,872 | -1.9% | 0.04% | -6.2% |
| Q3 2021 | $555,000 | -2.1% | 7,008 | 0.0% | 0.05% | -2.0% |
| Q2 2021 | $567,000 | +3.3% | 7,008 | 0.0% | 0.05% | -3.9% |
| Q1 2021 | $549,000 | +61.9% | 7,008 | +49.2% | 0.05% | +59.4% |
| Q4 2020 | $339,000 | +18.5% | 4,696 | +293.0% | 0.03% | +3.2% |
| Q3 2020 | $286,000 | -6.8% | 1,195 | -12.7% | 0.03% | -16.2% |
| Q2 2020 | $307,000 | -11.5% | 1,369 | -29.7% | 0.04% | -28.8% |
| Q1 2020 | $347,000 | -25.7% | 1,946 | -0.8% | 0.05% | -7.1% |
| Q4 2019 | $467,000 | +1.3% | 1,961 | -4.8% | 0.06% | -1.8% |
| Q3 2019 | $461,000 | -9.6% | 2,060 | -8.6% | 0.06% | -10.9% |
| Q2 2019 | $510,000 | -2.5% | 2,255 | -5.5% | 0.06% | -7.2% |
| Q1 2019 | $523,000 | +13.7% | 2,387 | -0.8% | 0.07% | -4.2% |
| Q4 2018 | $460,000 | -18.7% | 2,407 | -0.9% | 0.07% | -2.7% |
| Q3 2018 | $566,000 | -9.9% | 2,429 | -13.1% | 0.07% | -19.6% |
| Q2 2018 | $628,000 | -12.4% | 2,794 | -14.9% | 0.09% | -11.5% |
| Q1 2018 | $717,000 | -11.5% | 3,282 | -12.6% | 0.10% | -11.9% |
| Q4 2017 | $810,000 | -2.8% | 3,754 | -8.8% | 0.12% | -9.2% |
| Q3 2017 | $833,000 | +8.2% | 4,115 | +5.1% | 0.13% | +0.8% |
| Q2 2017 | $770,000 | -9.7% | 3,916 | -12.3% | 0.13% | -18.9% |
| Q1 2017 | $853,000 | -13.8% | 4,466 | -17.8% | 0.16% | -18.5% |
| Q4 2016 | $990,000 | -1.5% | 5,433 | -5.5% | 0.20% | -6.7% |
| Q3 2016 | $1,005,000 | -9.5% | 5,749 | -12.4% | 0.21% | -12.6% |
| Q2 2016 | $1,110,000 | +6.2% | 6,564 | +2.1% | 0.24% | +10.1% |
| Q1 2016 | $1,045,000 | -2.0% | 6,429 | -2.9% | 0.22% | -2.7% |
| Q4 2015 | $1,066,000 | +0.2% | 6,622 | -2.2% | 0.22% | -12.5% |
| Q3 2015 | $1,064,000 | -7.3% | 6,774 | +0.0% | 0.26% | +15.9% |
| Q2 2015 | $1,148,000 | +2.7% | 6,772 | +3.9% | 0.22% | +6.3% |
| Q1 2015 | $1,118,000 | +22.2% | 6,520 | +13.7% | 0.21% | +24.0% |
| Q4 2014 | $915,000 | +4.3% | 5,733 | -1.0% | 0.17% | -1.8% |
| Q3 2014 | $877,000 | +4.2% | 5,790 | +8.1% | 0.17% | +6.9% |
| Q2 2014 | $842,000 | +3.3% | 5,357 | +0.5% | 0.16% | -0.6% |
| Q1 2014 | $815,000 | – | 5,332 | – | 0.16% | – |
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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% |