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 | $270,178 | -3.7% | 3,740 | 0.0% | 0.05% | 0.0% |
| Q2 2023 | $280,500 | +4.9% | 3,740 | 0.0% | 0.05% | 0.0% |
| Q1 2023 | $267,447 | +4.7% | 3,740 | 0.0% | 0.05% | +1.9% |
| Q4 2022 | $255,442 | +8.2% | 3,740 | 0.0% | 0.05% | -26.8% |
| Q3 2022 | $236,000 | -10.9% | 3,740 | -10.1% | 0.07% | +29.1% |
| Q2 2022 | $265,000 | -17.4% | 4,160 | 0.0% | 0.06% | -5.2% |
| Q1 2022 | $321,000 | -9.6% | 4,160 | 0.0% | 0.06% | -6.5% |
| Q4 2021 | $355,000 | +7.9% | 4,160 | 0.0% | 0.06% | -1.6% |
| Q3 2021 | $329,000 | -2.4% | 4,160 | 0.0% | 0.06% | -3.1% |
| Q2 2021 | $337,000 | +3.4% | 4,160 | 0.0% | 0.06% | -3.0% |
| Q1 2021 | $326,000 | +8.7% | 4,160 | 0.0% | 0.07% | -1.5% |
| Q4 2020 | $300,000 | +17.6% | 4,160 | +290.6% | 0.07% | +1.5% |
| Q3 2020 | $255,000 | +4.5% | 1,065 | -2.3% | 0.07% | -1.5% |
| Q2 2020 | $244,000 | -9.6% | 1,090 | -28.1% | 0.07% | -22.7% |
| Q1 2020 | $270,000 | -25.2% | 1,515 | 0.0% | 0.09% | -2.2% |
| Q4 2019 | $361,000 | +6.5% | 1,515 | 0.0% | 0.09% | -3.2% |
| Q3 2019 | $339,000 | -1.2% | 1,515 | 0.0% | 0.09% | -4.1% |
| Q2 2019 | $343,000 | +3.3% | 1,515 | 0.0% | 0.10% | +1.0% |
| Q1 2019 | $332,000 | -0.9% | 1,515 | -13.6% | 0.10% | -11.1% |
| Q4 2018 | $335,000 | -18.1% | 1,753 | -0.2% | 0.11% | -6.9% |
| Q3 2018 | $409,000 | +11.7% | 1,756 | +7.7% | 0.12% | +6.4% |
| Q2 2018 | $366,000 | +2.8% | 1,630 | 0.0% | 0.11% | 0.0% |
| Q1 2018 | $356,000 | +1.1% | 1,630 | 0.0% | 0.11% | -1.8% |
| Q4 2017 | $352,000 | +5.4% | 1,630 | -1.2% | 0.11% | +1.8% |
| Q3 2017 | $334,000 | +3.1% | 1,650 | 0.0% | 0.11% | -2.7% |
| Q2 2017 | $324,000 | +2.9% | 1,650 | 0.0% | 0.11% | +0.9% |
| Q1 2017 | $315,000 | +4.7% | 1,650 | 0.0% | 0.11% | 0.0% |
| Q4 2016 | $301,000 | +4.5% | 1,650 | 0.0% | 0.11% | -1.8% |
| Q3 2016 | $288,000 | -17.0% | 1,650 | -19.5% | 0.11% | -21.0% |
| Q2 2016 | $347,000 | +29.5% | 2,050 | +24.2% | 0.14% | +21.2% |
| Q1 2016 | $268,000 | +0.8% | 1,650 | 0.0% | 0.12% | -1.7% |
| Q4 2015 | $266,000 | +2.7% | 1,650 | 0.0% | 0.12% | +11.1% |
| Q3 2015 | $259,000 | -7.5% | 1,650 | 0.0% | 0.11% | -4.4% |
| Q2 2015 | $280,000 | -1.1% | 1,650 | 0.0% | 0.11% | -1.7% |
| Q1 2015 | $283,000 | +7.6% | 1,650 | 0.0% | 0.12% | +2.7% |
| Q4 2014 | $263,000 | +5.2% | 1,650 | 0.0% | 0.11% | -1.8% |
| Q3 2014 | $250,000 | -3.5% | 1,650 | 0.0% | 0.11% | -18.6% |
| Q2 2014 | $259,000 | +2.8% | 1,650 | 0.0% | 0.14% | -3.4% |
| Q1 2014 | $252,000 | +1.6% | 1,650 | 0.0% | 0.14% | -4.6% |
| Q4 2013 | $248,000 | – | 1,650 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |