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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,977,745 | -14.9% | 27,377 | -11.6% | 0.18% | -9.5% |
| Q2 2023 | $2,323,702 | +7.2% | 30,983 | +2.2% | 0.20% | +0.5% |
| Q1 2023 | $2,167,009 | +5.4% | 30,304 | +0.7% | 0.20% | -2.0% |
| Q4 2022 | $2,056,058 | +14.7% | 30,103 | +5.8% | 0.20% | +12.8% |
| Q3 2022 | $1,793,000 | +3.0% | 28,445 | +4.2% | 0.18% | +4.7% |
| Q2 2022 | $1,740,000 | -16.3% | 27,297 | +1.5% | 0.17% | +31.5% |
| Q1 2022 | $2,078,000 | -2.9% | 26,899 | +7.1% | 0.13% | -1.5% |
| Q4 2021 | $2,141,000 | +5.8% | 25,114 | -1.7% | 0.13% | -6.4% |
| Q3 2021 | $2,023,000 | +28.4% | 25,545 | +31.3% | 0.14% | +35.6% |
| Q2 2021 | $1,575,000 | +2.8% | 19,461 | -0.5% | 0.10% | -4.6% |
| Q1 2021 | $1,532,000 | -7.2% | 19,552 | -14.5% | 0.11% | -18.0% |
| Q4 2020 | $1,651,000 | -8.0% | 22,864 | +204.9% | 0.13% | -13.6% |
| Q3 2020 | $1,794,000 | -5.1% | 7,500 | -11.1% | 0.15% | +1.3% |
| Q2 2020 | $1,890,000 | -8.0% | 8,436 | -26.7% | 0.15% | -20.0% |
| Q1 2020 | $2,055,000 | -30.8% | 11,515 | -7.6% | 0.19% | -24.6% |
| Q4 2019 | $2,968,000 | +15.6% | 12,465 | +8.7% | 0.25% | +6.8% |
| Q3 2019 | $2,567,000 | +11.3% | 11,467 | +12.5% | 0.24% | -7.5% |
| Q2 2019 | $2,306,000 | +30.4% | 10,192 | +26.3% | 0.26% | +18.1% |
| Q1 2019 | $1,768,000 | +43.9% | 8,068 | +25.5% | 0.22% | +27.1% |
| Q4 2018 | $1,229,000 | +42.7% | 6,428 | +73.8% | 0.17% | +57.4% |
| Q3 2018 | $861,000 | +1018.2% | 3,698 | +978.1% | 0.11% | +980.0% |
| Q2 2018 | $77,000 | +2.7% | 343 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $75,000 | +1.4% | 343 | 0.0% | 0.01% | -9.1% |
| Q4 2017 | $74,000 | – | 343 | – | 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% |