ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,147,462 | -5.1% | 29,727 | -1.5% | 0.58% | -3.0% |
| Q2 2023 | $2,263,333 | +5.6% | 30,178 | +0.7% | 0.60% | -0.5% |
| Q1 2023 | $2,143,284 | +6.0% | 29,972 | +1.3% | 0.60% | -5.1% |
| Q4 2022 | $2,021,040 | +1.8% | 29,591 | -6.0% | 0.63% | -4.3% |
| Q3 2022 | $1,985,000 | +2.4% | 31,495 | +3.6% | 0.66% | +5.8% |
| Q2 2022 | $1,938,000 | -20.2% | 30,412 | -1.5% | 0.62% | -9.2% |
| Q1 2022 | $2,428,000 | -9.5% | 30,875 | -1.9% | 0.68% | -6.8% |
| Q4 2021 | $2,683,000 | +13.6% | 31,463 | +5.5% | 0.74% | +6.4% |
| Q3 2021 | $2,362,000 | +49.5% | 29,824 | +52.8% | 0.69% | +45.8% |
| Q2 2021 | $1,580,000 | +13.5% | 19,522 | +9.9% | 0.47% | +4.4% |
| Q1 2021 | $1,392,000 | +14.8% | 17,756 | +5.7% | 0.45% | 0.0% |
| Q4 2020 | $1,213,000 | +9230.8% | 16,799 | +31009.3% | 0.45% | +6385.7% |
| Q3 2020 | $13,000 | +44.4% | 54 | +35.0% | 0.01% | +40.0% |
| Q2 2020 | $9,000 | +28.6% | 40 | 0.0% | 0.01% | 0.0% |
| Q1 2020 | $7,000 | -58.8% | 40 | -44.4% | 0.01% | -37.5% |
| Q4 2019 | $17,000 | +6.2% | 72 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $16,000 | 0.0% | 72 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $16,000 | 0.0% | 72 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $16,000 | +14.3% | 72 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $14,000 | -12.5% | 72 | +7.5% | 0.01% | 0.0% |
| Q3 2018 | $16,000 | +6.7% | 67 | 0.0% | 0.01% | -11.1% |
| Q2 2018 | $15,000 | – | 67 | – | 0.01% | – |
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% |