ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 577 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,907,833 | -82.0% | 40,663 | -81.9% | 0.51% | -82.7% |
| Q4 2020 | $16,196,000 | +12.1% | 224,262 | +271.2% | 2.96% | -6.5% |
| Q3 2020 | $14,452,000 | +1305.8% | 60,423 | +1220.7% | 3.16% | +961.7% |
| Q2 2018 | $1,028,000 | -74.5% | 4,575 | -75.2% | 0.30% | -72.1% |
| Q1 2018 | $4,034,000 | +46.9% | 18,477 | +36.1% | 1.07% | +37.4% |
| Q3 2017 | $2,747,000 | – | 13,576 | – | 0.78% | – |
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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% |