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 | $12 | -29.4% | 168 | -20.0% | 0.01% | -26.3% |
| Q2 2023 | $17 | +41.7% | 210 | +25.0% | 0.02% | +26.7% |
| Q1 2023 | $12 | -99.9% | 168 | -10.6% | 0.02% | 0.0% |
| Q3 2022 | $12,000 | 0.0% | 188 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $12,000 | -47.8% | 188 | -38.2% | 0.02% | -40.0% |
| Q1 2022 | $23,000 | -11.5% | 304 | 0.0% | 0.02% | -3.8% |
| Q4 2021 | $26,000 | +8.3% | 304 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $24,000 | -4.0% | 304 | 0.0% | 0.03% | +4.0% |
| Q2 2021 | $25,000 | +38.9% | 304 | +31.0% | 0.02% | +66.7% |
| Q1 2021 | $18,000 | +5.9% | 232 | 0.0% | 0.02% | +7.1% |
| Q4 2020 | $17,000 | +21.4% | 232 | +300.0% | 0.01% | +7.7% |
| Q3 2020 | $14,000 | -46.2% | 58 | -50.0% | 0.01% | -45.8% |
| Q2 2020 | $26,000 | +23.8% | 116 | 0.0% | 0.02% | +9.1% |
| Q1 2020 | $21,000 | -25.0% | 116 | 0.0% | 0.02% | -4.3% |
| Q4 2019 | $28,000 | -3.4% | 116 | -9.4% | 0.02% | -4.2% |
| Q3 2019 | $29,000 | 0.0% | 128 | 0.0% | 0.02% | +4.3% |
| Q2 2019 | $29,000 | +3.6% | 128 | 0.0% | 0.02% | +4.5% |
| Q1 2019 | $28,000 | +16.7% | 128 | 0.0% | 0.02% | +4.8% |
| Q4 2018 | $24,000 | -20.0% | 128 | 0.0% | 0.02% | -8.7% |
| Q3 2018 | $30,000 | +3.4% | 128 | 0.0% | 0.02% | +9.5% |
| Q2 2018 | $29,000 | -23.7% | 128 | -26.9% | 0.02% | -32.3% |
| Q1 2018 | $38,000 | 0.0% | 175 | 0.0% | 0.03% | +6.9% |
| Q4 2017 | $38,000 | – | 175 | – | 0.03% | – |
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% |