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 | $205,451 | -5.7% | 2,844 | -2.1% | 0.00% | 0.0% |
| Q2 2023 | $217,875 | +4.9% | 2,905 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $207,737 | +4.7% | 2,905 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $198,412 | +8.4% | 2,905 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $183,000 | +1.1% | 2,905 | +2.1% | 0.00% | 0.0% |
| Q2 2022 | $181,000 | -17.7% | 2,844 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $220,000 | -9.1% | 2,844 | 0.0% | 0.00% | +100.0% |
| Q4 2021 | $242,000 | +7.6% | 2,844 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $225,000 | -2.2% | 2,844 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $230,000 | -37.7% | 2,844 | -39.6% | 0.00% | -50.0% |
| Q1 2021 | $369,000 | +4.8% | 4,708 | -3.4% | 0.00% | 0.0% |
| Q4 2020 | $352,000 | +382.2% | 4,876 | +1247.0% | 0.00% | – |
| Q3 2017 | $73,000 | -20.7% | 362 | -36.0% | 0.00% | – |
| Q1 2016 | $92,000 | -17.1% | 566 | -17.9% | 0.00% | -100.0% |
| Q4 2015 | $111,000 | -11.2% | 689 | -13.6% | 0.00% | 0.0% |
| Q3 2015 | $125,000 | +127.3% | 797 | +120.2% | 0.00% | – |
| Q3 2014 | $55,000 | -3.5% | 362 | 0.0% | 0.00% | – |
| Q2 2014 | $57,000 | +3.6% | 362 | 0.0% | 0.00% | – |
| Q1 2014 | $55,000 | +1.9% | 362 | 0.0% | 0.00% | – |
| Q4 2013 | $54,000 | -48.1% | 362 | -51.7% | 0.00% | – |
| Q3 2013 | $104,000 | +7.2% | 750 | 0.0% | 0.00% | – |
| Q2 2013 | $97,000 | – | 750 | +71.2% | 0.00% | – |
| Q1 2013 | $0 | – | 438 | – | 0.00% | – |
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% |