ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,518,341 | -4.7% | 62,546 | -1.0% | 0.03% | +15.4% |
| Q2 2023 | $4,740,335 | +4.5% | 63,204 | -0.3% | 0.03% | +4.0% |
| Q1 2023 | $4,535,334 | +4.8% | 63,422 | +0.1% | 0.02% | +4.2% |
| Q4 2022 | $4,327,734 | +5.9% | 63,364 | -2.3% | 0.02% | 0.0% |
| Q3 2022 | $4,086,000 | -8.0% | 64,830 | -7.0% | 0.02% | 0.0% |
| Q2 2022 | $4,440,000 | -17.6% | 69,675 | -0.1% | 0.02% | -7.7% |
| Q1 2022 | $5,391,000 | -8.8% | 69,764 | +0.6% | 0.03% | -3.7% |
| Q4 2021 | $5,914,000 | +8.1% | 69,359 | +0.4% | 0.03% | 0.0% |
| Q3 2021 | $5,469,000 | -3.2% | 69,067 | -1.1% | 0.03% | -3.6% |
| Q2 2021 | $5,650,000 | +3.8% | 69,814 | +0.5% | 0.03% | -6.7% |
| Q1 2021 | $5,445,000 | +10.1% | 69,474 | +1.5% | 0.03% | 0.0% |
| Q4 2020 | $4,945,000 | +5.4% | 68,474 | +249.0% | 0.03% | -3.2% |
| Q3 2020 | $4,693,000 | +3.7% | 19,620 | -2.9% | 0.03% | -6.1% |
| Q2 2020 | $4,525,000 | -3.0% | 20,201 | -22.7% | 0.03% | -15.4% |
| Q1 2020 | $4,664,000 | -22.6% | 26,135 | +3.2% | 0.04% | 0.0% |
| Q4 2019 | $6,029,000 | +15.4% | 25,319 | +8.5% | 0.04% | +5.4% |
| Q3 2019 | $5,223,000 | -6.5% | 23,330 | -5.5% | 0.04% | 0.0% |
| Q2 2019 | $5,589,000 | +1.8% | 24,699 | -1.4% | 0.04% | -5.1% |
| Q1 2019 | $5,490,000 | +13.7% | 25,055 | -0.7% | 0.04% | +2.6% |
| Q4 2018 | $4,827,000 | -26.2% | 25,243 | -10.1% | 0.04% | -17.4% |
| Q3 2018 | $6,543,000 | +7.6% | 28,089 | +3.8% | 0.05% | +2.2% |
| Q2 2018 | $6,082,000 | +4.8% | 27,057 | +1.8% | 0.04% | +2.3% |
| Q1 2018 | $5,801,000 | +4.3% | 26,571 | +3.8% | 0.04% | 0.0% |
| Q4 2017 | $5,563,000 | +10.8% | 25,609 | +3.2% | 0.04% | +2.3% |
| Q3 2017 | $5,023,000 | +3.1% | 24,821 | +0.2% | 0.04% | -2.3% |
| Q2 2017 | $4,870,000 | +2.9% | 24,768 | -0.1% | 0.04% | 0.0% |
| Q1 2017 | $4,733,000 | +1.7% | 24,792 | -3.0% | 0.04% | -2.2% |
| Q4 2016 | $4,655,000 | +8.8% | 25,547 | +4.3% | 0.04% | +7.1% |
| Q3 2016 | $4,280,000 | +3.2% | 24,494 | -0.1% | 0.04% | 0.0% |
| Q2 2016 | $4,146,000 | +9.3% | 24,530 | +5.2% | 0.04% | 0.0% |
| Q1 2016 | $3,792,000 | +0.5% | 23,320 | -0.5% | 0.04% | -2.3% |
| Q4 2015 | $3,773,000 | +7.2% | 23,443 | +4.6% | 0.04% | +2.4% |
| Q3 2015 | $3,520,000 | -19.7% | 22,406 | -13.3% | 0.04% | -17.6% |
| Q2 2015 | $4,383,000 | -1.4% | 25,858 | -2.8% | 0.05% | -5.6% |
| Q1 2015 | $4,445,000 | -41.5% | 26,599 | -44.1% | 0.05% | -5.3% |
| Q4 2014 | $7,604,000 | +145.4% | 47,620 | +132.7% | 0.06% | +5.6% |
| Q3 2014 | $3,099,000 | -9.9% | 20,461 | -6.6% | 0.05% | -15.6% |
| Q2 2014 | $3,441,000 | +2.8% | 21,906 | +0.1% | 0.06% | -9.9% |
| Q1 2014 | $3,346,000 | +6.5% | 21,881 | +4.6% | 0.07% | -33.6% |
| Q4 2013 | $3,143,000 | +11.6% | 20,926 | -4.3% | 0.11% | +42.7% |
| Q2 2013 | $2,817,000 | – | 21,867 | – | 0.08% | – |
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% |