ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $206,028 | -3.7% | 2,852 | 0.0% | 0.16% | 0.0% |
| Q2 2023 | $213,900 | +4.9% | 2,852 | 0.0% | 0.16% | -3.7% |
| Q1 2023 | $203,947 | -7.3% | 2,852 | 0.0% | 0.16% | +26.6% |
| Q1 2022 | $220,000 | -9.5% | 2,852 | 0.0% | 0.13% | -7.2% |
| Q4 2021 | $243,000 | +7.5% | 2,852 | 0.0% | 0.14% | +8.7% |
| Q3 2021 | $226,000 | -2.2% | 2,852 | 0.0% | 0.13% | +5.8% |
| Q2 2021 | $231,000 | +3.1% | 2,852 | 0.0% | 0.12% | +8.1% |
| Q1 2021 | $224,000 | +6.7% | 2,852 | 0.0% | 0.11% | +60.9% |
| Q4 2020 | $210,000 | – | 2,852 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |