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 | $341,407 | -10.1% | 4,726 | -6.6% | 0.01% | -14.3% |
| Q2 2023 | $379,575 | +62.1% | 5,061 | +54.6% | 0.01% | -22.2% |
| Q1 2023 | $234,124 | +4.7% | 3,274 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $223,614 | +7.0% | 3,274 | -1.1% | 0.01% | -18.2% |
| Q3 2022 | $209,000 | -14.3% | 3,310 | -13.5% | 0.01% | -8.3% |
| Q2 2022 | $244,000 | -9.6% | 3,826 | +9.5% | 0.01% | 0.0% |
| Q1 2022 | $270,000 | -13.2% | 3,493 | -4.4% | 0.01% | 0.0% |
| Q4 2021 | $311,000 | -2.2% | 3,652 | -9.0% | 0.01% | -25.0% |
| Q3 2021 | $318,000 | +10.8% | 4,015 | +13.2% | 0.02% | +6.7% |
| Q2 2021 | $287,000 | +3.2% | 3,548 | 0.0% | 0.02% | -16.7% |
| Q1 2021 | $278,000 | +8.2% | 3,548 | 0.0% | 0.02% | -10.0% |
| Q4 2020 | $257,000 | +19.0% | 3,548 | +292.9% | 0.02% | -37.5% |
| Q3 2020 | $216,000 | +1.4% | 903 | -5.2% | 0.03% | -5.9% |
| Q2 2020 | $213,000 | – | 953 | – | 0.03% | – |
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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% |