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 | $1,773,998 | -3.8% | 24,557 | -0.2% | 0.07% | 0.0% |
Q2 2023 | $1,844,550 | +4.6% | 24,594 | -0.2% | 0.07% | 0.0% |
Q1 2023 | $1,762,936 | +10.3% | 24,653 | +5.4% | 0.07% | +6.1% |
Q4 2022 | $1,598,083 | +1.6% | 23,398 | -6.3% | 0.07% | -7.0% |
Q3 2022 | $1,573,000 | +2.1% | 24,962 | +3.3% | 0.07% | +7.6% |
Q2 2022 | $1,540,000 | -18.5% | 24,161 | -1.2% | 0.07% | -8.3% |
Q1 2022 | $1,889,000 | -18.9% | 24,452 | -10.5% | 0.07% | -17.2% |
Q4 2021 | $2,330,000 | +12.7% | 27,332 | +4.6% | 0.09% | 0.0% |
Q3 2021 | $2,068,000 | +13686.7% | 26,120 | +14095.7% | 0.09% | +8600.0% |
Q2 2021 | $15,000 | +7.1% | 184 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $14,000 | -89.6% | 184 | -69.3% | 0.00% | -87.5% |
Q3 2019 | $134,000 | -1.5% | 600 | 0.0% | 0.01% | -11.1% |
Q2 2019 | $136,000 | +3.8% | 600 | 0.0% | 0.01% | 0.0% |
Q1 2019 | $131,000 | +13.9% | 600 | 0.0% | 0.01% | 0.0% |
Q4 2018 | $115,000 | +144.7% | 600 | +200.0% | 0.01% | +200.0% |
Q3 2018 | $47,000 | +4.4% | 200 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $45,000 | +2150.0% | 200 | +2122.2% | 0.00% | – |
Q1 2017 | $2,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q4 2016 | $2,000 | -94.1% | 9 | -95.4% | 0.00% | -100.0% |
Q3 2016 | $34,000 | +1600.0% | 194 | +2055.6% | 0.00% | – |
Q2 2016 | $2,000 | +100.0% | 9 | 0.0% | 0.00% | – |
Q1 2016 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q4 2015 | $1,000 | 0.0% | 9 | 0.0% | 0.00% | – |
Q3 2015 | $1,000 | -80.0% | 9 | -69.0% | 0.00% | -100.0% |
Q2 2015 | $5,000 | -16.7% | 29 | -12.1% | 0.00% | 0.0% |
Q1 2015 | $6,000 | -64.7% | 33 | -69.4% | 0.00% | -50.0% |
Q4 2014 | $17,000 | -26.1% | 108 | -28.9% | 0.00% | -33.3% |
Q3 2014 | $23,000 | +35.3% | 152 | +43.4% | 0.00% | +50.0% |
Q2 2014 | $17,000 | +183.3% | 106 | +158.5% | 0.00% | +100.0% |
Q1 2014 | $6,000 | -45.5% | 41 | -44.6% | 0.00% | -50.0% |
Q4 2013 | $11,000 | +10.0% | 74 | 0.0% | 0.00% | 0.0% |
Q3 2013 | $10,000 | -23.1% | 74 | -26.7% | 0.00% | 0.0% |
Q2 2013 | $13,000 | – | 101 | – | 0.00% | – |
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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% |