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 | $669,164 | -6.9% | 9,263 | -3.4% | 0.04% | -4.3% |
| Q2 2023 | $719,106 | +12.3% | 9,588 | +7.1% | 0.05% | +6.8% |
| Q1 2023 | $640,289 | +4.7% | 8,953 | +0.0% | 0.04% | -4.3% |
| Q4 2022 | $611,330 | -4.9% | 8,950 | -12.3% | 0.05% | -13.2% |
| Q3 2022 | $643,000 | -11.6% | 10,204 | -10.6% | 0.05% | -27.4% |
| Q2 2022 | $727,000 | -14.4% | 11,412 | +3.8% | 0.07% | 0.0% |
| Q1 2022 | $849,000 | -42.5% | 10,998 | -36.5% | 0.07% | -40.2% |
| Q4 2021 | $1,477,000 | -7.7% | 17,333 | -14.3% | 0.12% | -7.6% |
| Q3 2021 | $1,601,000 | +3.7% | 20,226 | +6.0% | 0.13% | -14.8% |
| Q2 2021 | $1,544,000 | +0.9% | 19,078 | -2.3% | 0.16% | -5.5% |
| Q1 2021 | $1,530,000 | -1.4% | 19,531 | -9.2% | 0.16% | -14.1% |
| Q4 2020 | $1,552,000 | +2.6% | 21,503 | +240.0% | 0.19% | -11.6% |
| Q3 2020 | $1,512,000 | +0.3% | 6,325 | -6.1% | 0.22% | -8.5% |
| Q2 2020 | $1,508,000 | +27.7% | 6,733 | +1.7% | 0.24% | +1.3% |
| Q1 2020 | $1,181,000 | -29.7% | 6,622 | -6.1% | 0.23% | -13.4% |
| Q4 2019 | $1,679,000 | +5.3% | 7,053 | -1.0% | 0.27% | -3.6% |
| Q3 2019 | $1,594,000 | +4.3% | 7,123 | +5.5% | 0.28% | +1.8% |
| Q2 2019 | $1,528,000 | +4.9% | 6,751 | +1.6% | 0.27% | -11.3% |
| Q1 2019 | $1,456,000 | +16.6% | 6,646 | +1.7% | 0.31% | +2.7% |
| Q4 2018 | $1,249,000 | -20.2% | 6,534 | -2.8% | 0.30% | -9.9% |
| Q3 2018 | $1,565,000 | +7.6% | 6,719 | +3.9% | 0.33% | +1.8% |
| Q2 2018 | $1,454,000 | +9.0% | 6,469 | +5.8% | 0.33% | +6.5% |
| Q1 2018 | $1,334,000 | +27.7% | 6,112 | +26.3% | 0.31% | +31.6% |
| Q4 2017 | $1,045,000 | +35.4% | 4,840 | +26.9% | 0.23% | -7.9% |
| Q3 2017 | $772,000 | +20.1% | 3,814 | +16.7% | 0.25% | -3.4% |
| Q2 2017 | $643,000 | -9.7% | 3,269 | -12.3% | 0.26% | +10.5% |
| Q1 2017 | $712,000 | +0.7% | 3,728 | -4.0% | 0.24% | -9.8% |
| Q4 2016 | $707,000 | +4.4% | 3,883 | +0.2% | 0.26% | -0.4% |
| Q3 2016 | $677,000 | -43.7% | 3,876 | -46.5% | 0.26% | +1.5% |
| Q2 2016 | $1,203,000 | +103.2% | 7,251 | +99.2% | 0.26% | -0.4% |
| Q1 2016 | $592,000 | +12.1% | 3,640 | +11.0% | 0.26% | -9.3% |
| Q4 2015 | $528,000 | +1.0% | 3,280 | -1.6% | 0.29% | -5.6% |
| Q3 2015 | $523,000 | -6.9% | 3,332 | +0.6% | 0.31% | -30.3% |
| Q2 2015 | $562,000 | +1.6% | 3,313 | +2.8% | 0.44% | +2.8% |
| Q1 2015 | $553,000 | +7.4% | 3,224 | -0.1% | 0.43% | +4.1% |
| Q4 2014 | $515,000 | +3.2% | 3,228 | -2.0% | 0.41% | -3.3% |
| Q3 2014 | $499,000 | -3.5% | 3,295 | +0.1% | 0.42% | -2.3% |
| Q2 2014 | $517,000 | +2.6% | 3,293 | -0.1% | 0.43% | +3.1% |
| Q1 2014 | $504,000 | +0.2% | 3,295 | -1.7% | 0.42% | -11.7% |
| Q4 2013 | $503,000 | – | 3,351 | – | 0.48% | – |
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% |