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
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $564,411 | +2.1% | 7,813 | +6.0% | 0.02% | 0.0% |
| Q2 2023 | $552,675 | +6.0% | 7,369 | +1.1% | 0.02% | 0.0% |
| Q1 2023 | $521,165 | +4.7% | 7,288 | 0.0% | 0.02% | +4.5% |
| Q4 2022 | $497,770 | +8.4% | 7,288 | 0.0% | 0.02% | +4.8% |
| Q3 2022 | $459,290 | -2.3% | 7,288 | -1.2% | 0.02% | 0.0% |
| Q2 2022 | $470,000 | -17.5% | 7,376 | 0.0% | 0.02% | -8.7% |
| Q1 2022 | $570,000 | -9.4% | 7,376 | 0.0% | 0.02% | -8.0% |
| Q4 2021 | $629,000 | +7.7% | 7,376 | 0.0% | 0.02% | +4.2% |
| Q3 2021 | $584,000 | -2.2% | 7,376 | 0.0% | 0.02% | -7.7% |
| Q2 2021 | $597,000 | +3.3% | 7,376 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $578,000 | +8.4% | 7,376 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $533,000 | +20.9% | 7,376 | +300.0% | 0.03% | -6.9% |
| Q3 2020 | $441,000 | +6.8% | 1,844 | 0.0% | 0.03% | 0.0% |
| Q2 2020 | $413,000 | +25.5% | 1,844 | 0.0% | 0.03% | +7.4% |
| Q1 2020 | $329,000 | -25.1% | 1,844 | 0.0% | 0.03% | +22.7% |
| Q4 2019 | $439,000 | -16.4% | 1,844 | -21.3% | 0.02% | -21.4% |
| Q3 2019 | $525,000 | -0.9% | 2,344 | 0.0% | 0.03% | +3.7% |
| Q2 2019 | $530,000 | +0.4% | 2,344 | -2.7% | 0.03% | +3.8% |
| Q1 2019 | $528,000 | +18.9% | 2,408 | +3.7% | 0.03% | +8.3% |
| Q4 2018 | $444,000 | -17.9% | 2,322 | 0.0% | 0.02% | -4.0% |
| Q3 2018 | $541,000 | – | 2,322 | – | 0.02% | – |
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% |