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 | $127 | -3.1% | 1,752 | 0.0% | 0.03% | -3.7% |
| Q2 2023 | $131 | +8.3% | 1,752 | -0.9% | 0.03% | +3.8% |
| Q1 2023 | $121 | 0.0% | 1,768 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $121 | -99.9% | 1,768 | 0.0% | 0.03% | +4.0% |
| Q3 2022 | $111,000 | -26.0% | 1,768 | -25.1% | 0.02% | -21.9% |
| Q2 2022 | $150,000 | +154.2% | 2,361 | +207.4% | 0.03% | +190.9% |
| Q1 2022 | $59,000 | -9.2% | 768 | 0.0% | 0.01% | -8.3% |
| Q4 2021 | $65,000 | +6.6% | 768 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $61,000 | -1.6% | 768 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $62,000 | +3.3% | 768 | 0.0% | 0.01% | +9.1% |
| Q1 2021 | $60,000 | +9.1% | 768 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $55,000 | +19.6% | 768 | +300.0% | 0.01% | 0.0% |
| Q3 2020 | $46,000 | +7.0% | 192 | 0.0% | 0.01% | +22.2% |
| Q2 2020 | $43,000 | -8.5% | 192 | -27.5% | 0.01% | -18.2% |
| Q1 2020 | $47,000 | +11.9% | 265 | +51.4% | 0.01% | +57.1% |
| Q4 2019 | $42,000 | +7.7% | 175 | 0.0% | 0.01% | +16.7% |
| Q3 2019 | $39,000 | -2.5% | 175 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $40,000 | – | 175 | – | 0.01% | – |
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% |