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 | $516,062 | +9.8% | 7,144 | +14.0% | 0.04% | +12.9% |
| Q2 2023 | $469,928 | +32.4% | 6,266 | +26.3% | 0.03% | +29.2% |
| Q1 2023 | $354,932 | +38.8% | 4,963 | +32.5% | 0.02% | +33.3% |
| Q4 2022 | $255,784 | +9.8% | 3,745 | +1.3% | 0.02% | 0.0% |
| Q3 2022 | $233,000 | +9.9% | 3,698 | +11.0% | 0.02% | +20.0% |
| Q2 2022 | $212,000 | -23.7% | 3,333 | +141.3% | 0.02% | -62.5% |
| Q3 2017 | $278,000 | -18.0% | 1,381 | -19.8% | 0.04% | -28.6% |
| Q2 2017 | $339,000 | +13.4% | 1,722 | +9.9% | 0.06% | +12.0% |
| Q1 2017 | $299,000 | -1.0% | 1,567 | -5.5% | 0.05% | 0.0% |
| Q4 2016 | $302,000 | +4.5% | 1,658 | +0.1% | 0.05% | +4.2% |
| Q3 2016 | $289,000 | -2.7% | 1,657 | -5.6% | 0.05% | -7.7% |
| Q2 2016 | $297,000 | +4.2% | 1,756 | +0.1% | 0.05% | +2.0% |
| Q1 2016 | $285,000 | +26.7% | 1,754 | +25.3% | 0.05% | +24.4% |
| Q4 2015 | $225,000 | +2.7% | 1,400 | +0.1% | 0.04% | +2.5% |
| Q3 2015 | $219,000 | – | 1,399 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,052,555 | $66,332,000 | 7.61% |
| Capital Directions Investment Advisors, LLC | 0 | $19,140,000 | 7.34% |
| Broadview Financial Management, LLC | 111,935 | $7,054,161 | 7.07% |
| Sterling Financial Planning, Inc. | 133,936 | $8,441,000 | 5.92% |
| Pensionmark Financial Group, LLC | 359,276 | $22,642,000 | 5.38% |
| Hudson Capital Management LLC | 163,891 | $10,328,000 | 5.14% |
| Tanglewood Wealth Management, Inc. | 485,614 | $30,603,000 | 4.62% |
| Willis Johnson & Associates, Inc. | 501,093 | $31,579,000 | 4.60% |
| Main Management LLC | 555,088 | $34,982,000 | 4.32% |
| First Citizens Financial Corp | 67,838 | $4,275,000 | 4.21% |