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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $985,000 | -9.2% | 12,747 | +0.2% | 0.15% | +21.3% |
| Q4 2021 | $1,085,000 | +46.4% | 12,722 | +35.9% | 0.12% | +27.1% |
| Q3 2021 | $741,000 | +68.0% | 9,362 | +71.8% | 0.10% | +95.9% |
| Q2 2021 | $441,000 | +3.3% | 5,448 | -0.1% | 0.05% | +16.7% |
| Q1 2021 | $427,000 | +50.4% | 5,452 | +242.9% | 0.04% | +13.5% |
| Q1 2020 | $284,000 | -24.9% | 1,590 | +0.1% | 0.04% | -9.8% |
| Q4 2019 | $378,000 | -19.1% | 1,589 | -23.9% | 0.04% | -28.1% |
| Q3 2019 | $467,000 | -3.5% | 2,088 | -2.4% | 0.06% | +3.6% |
| Q2 2019 | $484,000 | -1.8% | 2,139 | -5.0% | 0.06% | -3.5% |
| Q1 2019 | $493,000 | +10.8% | 2,251 | -3.2% | 0.06% | -5.0% |
| Q4 2018 | $445,000 | -17.9% | 2,325 | 0.0% | 0.06% | -10.4% |
| Q3 2018 | $542,000 | – | 2,325 | – | 0.07% | – |
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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% |