ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 662 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.00 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $264,760 | -6.4% | 3,665 | -2.8% | 0.19% | -1.6% |
| Q2 2023 | $282,750 | +4.9% | 3,770 | 0.0% | 0.19% | -7.3% |
| Q1 2023 | $269,593 | +68.5% | 3,770 | +49.0% | 0.20% | +72.3% |
| Q3 2022 | $160,000 | -5.3% | 2,531 | -4.6% | 0.12% | 0.0% |
| Q2 2022 | $169,000 | -22.5% | 2,652 | -6.1% | 0.12% | -11.9% |
| Q1 2022 | $218,000 | -12.4% | 2,825 | -3.1% | 0.14% | -31.1% |
| Q4 2021 | $249,000 | +13.2% | 2,916 | +217.0% | 0.20% | -24.0% |
| Q3 2020 | $220,000 | 0.0% | 920 | -6.5% | 0.26% | +0.8% |
| Q2 2020 | $220,000 | +109.5% | 984 | +66.8% | 0.26% | +75.3% |
| Q1 2020 | $105,000 | -27.6% | 590 | -3.3% | 0.15% | +0.7% |
| Q4 2019 | $145,000 | – | 610 | – | 0.14% | – |
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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% |