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 | $1,550,270 | -6.4% | 21,460 | -2.9% | 0.08% | +2.5% |
| Q2 2023 | $1,656,900 | -10.2% | 22,092 | -14.4% | 0.08% | -15.6% |
| Q1 2023 | $1,844,672 | +9.8% | 25,796 | +4.9% | 0.10% | 0.0% |
| Q4 2022 | $1,679,907 | +7.5% | 24,596 | -0.8% | 0.10% | -8.6% |
| Q3 2022 | $1,563,000 | -2.5% | 24,806 | -0.2% | 0.10% | -0.9% |
| Q2 2022 | $1,603,000 | -19.4% | 24,863 | -1.7% | 0.11% | +3.9% |
| Q1 2022 | $1,990,000 | – | 25,303 | – | 0.10% | – |
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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% |