ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $495,783 | -3.5% | 6,863 | +0.2% | 0.06% | -9.7% |
| Q2 2023 | $513,900 | +6.2% | 6,852 | +1.3% | 0.07% | 0.0% |
| Q1 2023 | $483,694 | +13.9% | 6,764 | +8.8% | 0.07% | +9.1% |
| Q4 2022 | $424,689 | +129.6% | 6,218 | +112.0% | 0.07% | +120.0% |
| Q3 2022 | $185,000 | -1.1% | 2,933 | 0.0% | 0.03% | 0.0% |
| Q2 2022 | $187,000 | -17.6% | 2,933 | 0.0% | 0.03% | 0.0% |
| Q1 2022 | $227,000 | -9.2% | 2,933 | 0.0% | 0.03% | -6.2% |
| Q4 2021 | $250,000 | +7.8% | 2,933 | 0.0% | 0.03% | +3.2% |
| Q3 2021 | $232,000 | -3.3% | 2,933 | -1.2% | 0.03% | -6.1% |
| Q2 2021 | $240,000 | +1.7% | 2,968 | -1.4% | 0.03% | -8.3% |
| Q1 2021 | $236,000 | +10.3% | 3,011 | +1.4% | 0.04% | +5.9% |
| Q4 2020 | $214,000 | +24.4% | 2,968 | +311.7% | 0.03% | +3.0% |
| Q3 2020 | $172,000 | -18.5% | 721 | -23.3% | 0.03% | -26.7% |
| Q2 2020 | $211,000 | +35.3% | 940 | +7.4% | 0.04% | +7.1% |
| Q1 2020 | $156,000 | -32.8% | 875 | -10.2% | 0.04% | -20.8% |
| Q4 2019 | $232,000 | – | 974 | – | 0.05% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 321,469 | $26,016,000 | 7.81% |
| Broadview Financial Management, LLC | 112,808 | $9,130,000 | 6.88% |
| Pensionmark Financial Group, LLC | 340,856 | $27,586,000 | 6.31% |
| Sterling Financial Planning, Inc. | 115,597 | $9,355,000 | 6.08% |
| Willis Johnson & Associates, Inc. | 440,494 | $35,649,000 | 5.05% |
| SRS Capital Advisors, Inc. | 447,189 | $36,191,000 | 4.93% |
| Hudson Capital Management LLC | 149,830 | $11,894,000 | 4.93% |
| Salomon & Ludwin, LLC | 337,052 | $27,278,000 | 4.28% |
| First Citizens Financial Corp | 67,206 | $5,439,000 | 4.11% |
| Ifrah Financial Services, Inc. | 166,674 | $13,489,000 | 3.86% |