ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,752,831 | -51.7% | 24,264 | -49.8% | 0.00% | 0.0% |
| Q2 2023 | $3,626,100 | +145.8% | 48,348 | -1.4% | 0.00% | +100.0% |
| Q1 2023 | $1,475,444 | +5.8% | 49,058 | +100.5% | 0.00% | -60.0% |
| Q4 2022 | $1,394,280 | -11.9% | 24,465 | -2.5% | 0.01% | +25.0% |
| Q3 2022 | $1,582,000 | -6.9% | 25,091 | -6.0% | 0.00% | 0.0% |
| Q2 2022 | $1,700,000 | -25.7% | 26,687 | -10.0% | 0.00% | -20.0% |
| Q1 2022 | $2,289,000 | -2.3% | 29,641 | +7.9% | 0.01% | 0.0% |
| Q4 2021 | $2,342,000 | +10.2% | 27,468 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $2,126,000 | -3.6% | 26,842 | -1.5% | 0.01% | 0.0% |
| Q2 2021 | $2,206,000 | +3.8% | 27,261 | +0.5% | 0.01% | 0.0% |
| Q1 2021 | $2,126,000 | +7.3% | 27,126 | -1.2% | 0.01% | 0.0% |
| Q4 2020 | $1,982,000 | +1413.0% | 27,443 | +4615.3% | 0.01% | +400.0% |
| Q2 2018 | $131,000 | +3.1% | 582 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $127,000 | +5.8% | 582 | +4.9% | 0.00% | 0.0% |
| Q4 2017 | $120,000 | – | 555 | – | 0.00% | – |
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% |