ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 610 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,080,758 | +5.0% | 14,960 | +9.0% | 0.01% | 0.0% |
| Q2 2023 | $1,029,193 | -0.4% | 13,722 | -6.2% | 0.01% | -7.7% |
| Q1 2023 | $1,033,102 | +44.8% | 14,634 | -1.9% | 0.01% | -31.6% |
| Q4 2022 | $713,474 | -23.2% | 14,916 | +1.2% | 0.02% | +26.7% |
| Q3 2022 | $929,000 | +17.6% | 14,737 | +18.7% | 0.02% | +15.4% |
| Q2 2022 | $790,000 | +5.9% | 12,412 | +41.9% | 0.01% | +18.2% |
| Q4 2021 | $746,000 | -31.9% | 8,750 | +91.0% | 0.01% | -71.1% |
| Q3 2020 | $1,096,000 | +22.5% | 4,580 | +14.7% | 0.04% | +8.6% |
| Q2 2020 | $895,000 | +12.3% | 3,993 | -10.6% | 0.04% | -7.9% |
| Q1 2020 | $797,000 | -25.4% | 4,466 | -0.4% | 0.04% | -9.5% |
| Q4 2019 | $1,068,000 | +6.5% | 4,486 | +0.4% | 0.04% | -6.7% |
| Q3 2019 | $1,003,000 | -95.9% | 4,469 | +3533.3% | 0.04% | +1025.0% |
| Q2 2017 | $24,187,000 | – | 123 | – | 0.00% | – |
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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% |