ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,628 | +120.6% | 22,548 | +128.9% | 0.02% | +128.6% |
| Q2 2023 | $738 | -99.9% | 9,852 | -50.8% | 0.01% | -50.0% |
| Q2 2022 | $1,277,000 | -59.2% | 20,042 | -50.5% | 0.01% | -36.4% |
| Q1 2022 | $3,127,000 | +109.7% | 40,472 | +112.7% | 0.02% | +46.7% |
| Q1 2021 | $1,491,000 | -29.0% | 19,032 | -34.5% | 0.02% | -64.3% |
| Q4 2020 | $2,099,000 | +4.3% | 29,072 | +245.4% | 0.04% | -27.6% |
| Q3 2020 | $2,012,000 | -58.8% | 8,416 | -61.4% | 0.06% | -60.5% |
| Q2 2020 | $4,886,000 | +46.4% | 21,815 | +16.6% | 0.15% | -31.6% |
| Q1 2020 | $3,337,000 | – | 18,703 | – | 0.22% | – |
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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% |