ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $263,779 | +2.2% | 3,651 | +6.1% | 0.01% | -7.7% |
| Q2 2023 | $258,032 | +4.9% | 3,440 | 0.0% | 0.01% | -7.1% |
| Q1 2023 | $246,022 | +4.7% | 3,440 | 0.0% | 0.01% | -12.5% |
| Q4 2022 | $234,975 | -6.0% | 3,440 | -13.4% | 0.02% | -15.8% |
| Q3 2022 | $250,000 | -3.5% | 3,971 | -2.2% | 0.02% | -5.0% |
| Q2 2022 | $259,000 | -17.5% | 4,060 | +0.0% | 0.02% | -9.1% |
| Q1 2022 | $314,000 | +4.3% | 4,059 | +15.0% | 0.02% | 0.0% |
| Q4 2021 | $301,000 | +7.9% | 3,529 | +0.0% | 0.02% | +4.8% |
| Q3 2021 | $279,000 | -3.1% | 3,528 | -0.7% | 0.02% | -8.7% |
| Q2 2021 | $288,000 | +3.6% | 3,552 | 0.0% | 0.02% | -11.5% |
| Q1 2021 | $278,000 | +8.2% | 3,552 | -0.2% | 0.03% | +8.3% |
| Q4 2020 | $257,000 | +21.8% | 3,560 | +302.7% | 0.02% | 0.0% |
| Q3 2020 | $211,000 | -13.5% | 884 | -13.9% | 0.02% | -27.3% |
| Q4 2019 | $244,000 | +2.1% | 1,027 | -3.7% | 0.03% | -10.8% |
| Q3 2019 | $239,000 | – | 1,066 | – | 0.04% | – |
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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% |