ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,068 | -3.7% | 3,517 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $263,775 | +4.9% | 3,517 | 0.0% | 0.02% | -3.8% |
| Q1 2023 | $251,501 | +104692.1% | 3,517 | 0.0% | 0.03% | -7.1% |
| Q4 2022 | $240 | -99.9% | 3,517 | -0.3% | 0.03% | +3.7% |
| Q3 2022 | $222,000 | -1.3% | 3,529 | 0.0% | 0.03% | +8.0% |
| Q2 2022 | $225,000 | -17.6% | 3,529 | -0.1% | 0.02% | -3.8% |
| Q1 2022 | $273,000 | -11.4% | 3,533 | -2.1% | 0.03% | -10.3% |
| Q4 2021 | $308,000 | +7.7% | 3,608 | 0.0% | 0.03% | -3.3% |
| Q3 2021 | $286,000 | -2.1% | 3,608 | 0.0% | 0.03% | -3.2% |
| Q2 2021 | $292,000 | +11.9% | 3,608 | 0.0% | 0.03% | -8.8% |
| Q4 2020 | $261,000 | +20.8% | 3,608 | +300.0% | 0.03% | +6.2% |
| Q3 2020 | $216,000 | +6.9% | 902 | 0.0% | 0.03% | +3.2% |
| Q2 2020 | $202,000 | -50.2% | 902 | -50.2% | 0.03% | -8.8% |
| Q1 2020 | $406,000 | +88.8% | 1,810 | +100.0% | 0.03% | +3.0% |
| Q4 2019 | $215,000 | +5.9% | 905 | 0.0% | 0.03% | -2.9% |
| Q3 2019 | $203,000 | -1.0% | 905 | 0.0% | 0.03% | -5.6% |
| Q2 2019 | $205,000 | +2.0% | 905 | +4.9% | 0.04% | +12.5% |
| Q3 2018 | $201,000 | -21.8% | 863 | -31.9% | 0.03% | -25.6% |
| Q3 2017 | $257,000 | +3.2% | 1,268 | +0.1% | 0.04% | -6.5% |
| Q2 2017 | $249,000 | +9.2% | 1,267 | +6.2% | 0.05% | +2.2% |
| Q1 2017 | $228,000 | +286.4% | 1,193 | +248.8% | 0.04% | +125.0% |
| Q1 2015 | $59,000 | – | 342 | – | 0.02% | – |
Download | ||||||
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% |