ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $649,484 | -3.6% | 8,991 | +0.1% | 0.02% | -4.5% |
| Q2 2023 | $673,549 | +7.8% | 8,981 | +2.8% | 0.02% | 0.0% |
| Q1 2023 | $624,944 | +4.8% | 8,739 | +0.1% | 0.02% | 0.0% |
| Q4 2022 | $596,312 | -4.3% | 8,731 | -11.7% | 0.02% | -31.2% |
| Q3 2022 | $623,000 | -20.4% | 9,883 | -19.5% | 0.03% | -22.0% |
| Q2 2022 | $783,000 | +2.4% | 12,280 | +24.0% | 0.04% | +13.9% |
| Q1 2022 | $765,000 | +4.1% | 9,902 | +14.9% | 0.04% | +5.9% |
| Q4 2021 | $735,000 | +7.8% | 8,615 | +0.1% | 0.03% | 0.0% |
| Q3 2021 | $682,000 | -1.7% | 8,609 | +0.3% | 0.03% | -10.5% |
| Q2 2021 | $694,000 | +3.9% | 8,579 | +0.6% | 0.04% | -9.5% |
| Q1 2021 | $668,000 | +8.1% | 8,529 | -0.3% | 0.04% | +2.4% |
| Q4 2020 | $618,000 | +10.8% | 8,552 | +264.7% | 0.04% | -2.4% |
| Q4 2019 | $558,000 | +6.5% | 2,345 | +0.1% | 0.04% | -8.7% |
| Q3 2019 | $524,000 | -1.1% | 2,343 | +0.0% | 0.05% | +7.0% |
| Q2 2019 | $530,000 | +3.3% | 2,342 | 0.0% | 0.04% | -2.3% |
| Q1 2019 | $513,000 | +4.9% | 2,342 | -8.4% | 0.04% | -6.4% |
| Q4 2018 | $489,000 | +0.6% | 2,558 | +22.7% | 0.05% | +11.9% |
| Q3 2018 | $486,000 | +3.6% | 2,085 | 0.0% | 0.04% | 0.0% |
| Q2 2018 | $469,000 | -77.5% | 2,085 | +358.2% | 0.04% | +162.5% |
| Q1 2018 | $2,085,000 | +363.3% | 455 | -78.2% | 0.02% | -61.9% |
| Q4 2017 | $450,000 | +6.6% | 2,085 | 0.0% | 0.04% | +2.4% |
| Q3 2017 | $422,000 | -3.9% | 2,085 | -6.5% | 0.04% | -6.8% |
| Q2 2017 | $439,000 | +3.1% | 2,229 | 0.0% | 0.04% | -4.3% |
| Q1 2017 | $426,000 | -1.6% | 2,229 | -3.6% | 0.05% | -4.2% |
| Q4 2016 | $433,000 | -35.0% | 2,313 | -39.3% | 0.05% | -40.7% |
| Q3 2016 | $666,000 | -6.1% | 3,812 | -9.0% | 0.08% | -11.0% |
| Q2 2016 | $709,000 | +0.4% | 4,190 | -3.5% | 0.09% | -2.2% |
| Q1 2016 | $706,000 | +180.2% | 4,340 | +176.8% | 0.09% | +165.7% |
| Q4 2015 | $252,000 | +0.8% | 1,568 | -1.5% | 0.04% | -5.4% |
| Q3 2015 | $250,000 | – | 1,592 | – | 0.04% | – |
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% |