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 | $5,417,940 | -2.5% | 74,999 | +1.2% | 0.06% | -4.7% |
| Q2 2023 | $5,558,972 | +17.1% | 74,120 | +11.6% | 0.06% | +10.3% |
| Q1 2023 | $4,749,043 | +9.1% | 66,411 | +4.2% | 0.06% | 0.0% |
| Q4 2022 | $4,352,653 | +15.7% | 63,728 | +6.7% | 0.06% | 0.0% |
| Q3 2022 | $3,763,000 | +10.2% | 59,713 | +11.5% | 0.06% | +13.7% |
| Q2 2022 | $3,414,000 | -13.4% | 53,573 | +4.7% | 0.05% | -5.6% |
| Q1 2022 | $3,942,000 | -4.9% | 51,159 | +5.2% | 0.05% | -12.9% |
| Q4 2021 | $4,146,000 | +16.2% | 48,626 | +7.6% | 0.06% | +5.1% |
| Q3 2021 | $3,568,000 | -2.2% | 45,178 | +0.0% | 0.06% | -10.6% |
| Q2 2021 | $3,649,000 | -37.3% | 45,158 | -39.2% | 0.07% | -47.2% |
| Q1 2021 | $5,820,000 | +110.3% | 74,226 | +93.7% | 0.12% | +89.4% |
| Q4 2020 | $2,768,000 | -57.6% | 38,319 | +40.5% | 0.07% | -37.1% |
| Q3 2020 | $6,533,000 | +362.3% | 27,274 | +331.8% | 0.10% | +156.1% |
| Q2 2020 | $1,413,000 | -8.2% | 6,317 | -26.8% | 0.04% | -10.9% |
| Q1 2020 | $1,540,000 | -51.1% | 8,635 | -34.7% | 0.05% | -37.0% |
| Q4 2019 | $3,151,000 | +32.6% | 13,229 | +24.7% | 0.07% | -24.0% |
| Q3 2019 | $2,377,000 | +14.2% | 10,611 | +15.3% | 0.10% | +4.3% |
| Q2 2019 | $2,081,000 | +19.0% | 9,199 | +15.2% | 0.09% | -1.1% |
| Q1 2019 | $1,749,000 | +93.9% | 7,985 | +69.4% | 0.09% | -38.8% |
| Q4 2018 | $902,000 | – | 4,713 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 99,800 | $23,870,000 | 13.73% |
| Capital Directions Investment Advisors, LLC | 101,320 | $24,234,000 | 9.17% |
| Broadview Financial Management, LLC | 34,407 | $8,230,000 | 6.93% |
| Pensionmark Financial Group, LLC | 80,684 | $19,298,000 | 6.60% |
| Hudson Capital Management LLC | 50,649 | $12,097,511,000 | 5.91% |
| Ifrah Financial Services, Inc. | 58,893 | $14,086,000 | 5.06% |
| SMITH SHELLNUT WILSON LLC /ADV | 2,965 | $12,396,000 | 4.63% |
| Centerpoint Advisors, LLC | 25,386 | $6,072,000 | 4.57% |
| Salomon & Ludwin, LLC | 86,737 | $20,746,000 | 4.32% |
| First Citizens Financial Corp | 17,475 | $4,180,000 | 4.14% |