ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $976,180 | -4.4% | 13,513 | -0.8% | 0.05% | -7.1% |
| Q2 2023 | $1,021,275 | +4.2% | 13,617 | -0.7% | 0.06% | -3.4% |
| Q1 2023 | $980,403 | +2.5% | 13,710 | -2.1% | 0.06% | 0.0% |
| Q4 2022 | $956,337 | +16.9% | 14,002 | +7.9% | 0.06% | +3.6% |
| Q3 2022 | $818,000 | +121.1% | 12,975 | +123.7% | 0.06% | +124.0% |
| Q2 2022 | $370,000 | -8.9% | 5,801 | +10.3% | 0.02% | +4.2% |
| Q1 2022 | $406,000 | +18.7% | 5,259 | +21.8% | 0.02% | +9.1% |
| Q4 2021 | $342,000 | 0.0% | 4,317 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $342,000 | +0.9% | 4,317 | +3.0% | 0.02% | 0.0% |
| Q2 2021 | $339,000 | +3.4% | 4,190 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $328,000 | +40.8% | 4,190 | +30.0% | 0.02% | +10.0% |
| Q4 2020 | $233,000 | +15.3% | 3,224 | +261.8% | 0.02% | -20.0% |
| Q2 2019 | $202,000 | -8.2% | 891 | -11.4% | 0.02% | -13.8% |
| Q1 2019 | $220,000 | – | 1,006 | – | 0.03% | – |
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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% |