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 | $1,763,435 | +60.9% | 25,024 | +69.8% | 0.04% | +77.3% |
| Q2 2023 | $1,095,793 | +112.3% | 14,736 | +104.9% | 0.02% | +120.0% |
| Q1 2023 | $516,098 | +7.5% | 7,191 | +3.8% | 0.01% | 0.0% |
| Q4 2022 | $480,249 | +7.4% | 6,928 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $447,000 | -11.8% | 6,916 | -10.3% | 0.01% | -9.1% |
| Q2 2022 | $507,000 | -29.6% | 7,709 | -20.0% | 0.01% | -21.4% |
| Q1 2022 | $720,000 | -15.5% | 9,636 | -7.6% | 0.01% | -6.7% |
| Q4 2021 | $852,000 | -3.6% | 10,425 | -5.0% | 0.02% | -6.2% |
| Q3 2021 | $884,000 | -6.2% | 10,979 | -6.3% | 0.02% | -5.9% |
| Q2 2021 | $942,000 | -91.9% | 11,720 | -92.7% | 0.02% | -96.3% |
| Q4 2020 | $11,567,000 | -24.2% | 160,162 | +151.1% | 0.46% | -34.8% |
| Q3 2020 | $15,258,000 | – | 63,791 | – | 0.70% | – |
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% |