ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,092,594 | -6.1% | 42,810 | -2.5% | 1.35% | -1.1% |
| Q2 2023 | $3,293,250 | +4.9% | 43,910 | 0.0% | 1.36% | -1.2% |
| Q1 2023 | $3,140,004 | +4.2% | 43,910 | -0.5% | 1.38% | -2.4% |
| Q4 2022 | $3,012,713 | +8.4% | 44,110 | 0.0% | 1.41% | -1.1% |
| Q3 2022 | $2,780,000 | -1.0% | 44,110 | +0.1% | 1.43% | +0.5% |
| Q2 2022 | $2,808,000 | -17.5% | 44,060 | 0.0% | 1.42% | -1.6% |
| Q1 2022 | $3,405,000 | -9.4% | 44,060 | 0.0% | 1.45% | -5.6% |
| Q4 2021 | $3,757,000 | +9.5% | 44,060 | +1.7% | 1.53% | -0.6% |
| Q3 2021 | $3,430,000 | -3.0% | 43,310 | -0.8% | 1.54% | -3.0% |
| Q2 2021 | $3,535,000 | -1.1% | 43,680 | -4.2% | 1.59% | -6.5% |
| Q1 2021 | $3,574,000 | +6.8% | 45,600 | -1.6% | 1.70% | +0.6% |
| Q4 2020 | $3,347,000 | +20.3% | 46,340 | +298.3% | 1.69% | +5.6% |
| Q3 2020 | $2,783,000 | +6.8% | 11,635 | 0.0% | 1.60% | +0.2% |
| Q2 2020 | $2,607,000 | +26.6% | 11,635 | +0.9% | 1.60% | +6.5% |
| Q1 2020 | $2,059,000 | -25.5% | 11,535 | -0.6% | 1.50% | -6.6% |
| Q4 2019 | $2,763,000 | +4.6% | 11,605 | -1.7% | 1.60% | -1.8% |
| Q3 2019 | $2,642,000 | -1.0% | 11,800 | 0.0% | 1.63% | -1.4% |
| Q2 2019 | $2,670,000 | +0.9% | 11,800 | -2.2% | 1.66% | -2.1% |
| Q1 2019 | $2,645,000 | +13.7% | 12,070 | -0.8% | 1.69% | -3.5% |
| Q4 2018 | $2,327,000 | -21.1% | 12,170 | -3.9% | 1.75% | +0.9% |
| Q3 2018 | $2,951,000 | +4.6% | 12,670 | +1.0% | 1.74% | -1.9% |
| Q2 2018 | $2,820,000 | +4.0% | 12,545 | +1.0% | 1.77% | +2.6% |
| Q1 2018 | $2,712,000 | +1.2% | 12,420 | 0.0% | 1.73% | +5.1% |
| Q4 2017 | $2,681,000 | +9.5% | 12,420 | +2.6% | 1.64% | +8.3% |
| Q3 2017 | $2,449,000 | +2.9% | 12,100 | 0.0% | 1.52% | -1.0% |
| Q2 2017 | $2,379,000 | +6.9% | 12,100 | +3.8% | 1.53% | +6.1% |
| Q1 2017 | $2,225,000 | +2.2% | 11,655 | -2.5% | 1.44% | +2.9% |
| Q4 2016 | $2,177,000 | +11.0% | 11,950 | +6.5% | 1.40% | +7.6% |
| Q3 2016 | $1,961,000 | +2.9% | 11,220 | -0.4% | 1.30% | +3.1% |
| Q2 2016 | $1,905,000 | +4.0% | 11,265 | 0.0% | 1.26% | +4.9% |
| Q1 2016 | $1,832,000 | +21.3% | 11,265 | +20.1% | 1.21% | +14.9% |
| Q4 2015 | $1,510,000 | +4.7% | 9,380 | +2.2% | 1.05% | +3.0% |
| Q3 2015 | $1,442,000 | -1.7% | 9,180 | +6.1% | 1.02% | +8.8% |
| Q2 2015 | $1,467,000 | +7.6% | 8,655 | +8.9% | 0.94% | +7.6% |
| Q1 2015 | $1,364,000 | +9.6% | 7,950 | +1.9% | 0.87% | +7.3% |
| Q4 2014 | $1,245,000 | – | 7,800 | – | 0.81% | – |
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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% |