ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 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 ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 99,800 | $23,870,000 | 13.73% |
| Capital Directions Investment Advisors, LLC | 101,320 | $24,234,000 | 9.17% |
| Broadview Financial Management, LLC | 34,407 | $8,230,000 | 6.93% |
| Pensionmark Financial Group, LLC | 80,684 | $19,298,000 | 6.60% |
| Hudson Capital Management LLC | 50,649 | $12,097,511,000 | 5.91% |
| Ifrah Financial Services, Inc. | 58,893 | $14,086,000 | 5.06% |
| SMITH SHELLNUT WILSON LLC /ADV | 2,965 | $12,396,000 | 4.63% |
| Centerpoint Advisors, LLC | 25,386 | $6,072,000 | 4.57% |
| Salomon & Ludwin, LLC | 86,737 | $20,746,000 | 4.32% |
| First Citizens Financial Corp | 17,475 | $4,180,000 | 4.14% |