ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 722 filers reported holding ISHARES TR in Q4 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 | $202,768 | -1.7% | 2,807 | +2.0% | 0.02% | 0.0% |
| Q2 2023 | $206,315 | +4.9% | 2,751 | 0.0% | 0.02% | +6.7% |
| Q1 2023 | $196,715 | +4.7% | 2,751 | 0.0% | 0.02% | -6.2% |
| Q4 2022 | $187,885 | +23.6% | 2,751 | +13.9% | 0.02% | +14.3% |
| Q3 2022 | $152,000 | -1.3% | 2,415 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $154,000 | -17.6% | 2,415 | 0.0% | 0.01% | -12.5% |
| Q1 2022 | $187,000 | -9.2% | 2,415 | 0.0% | 0.02% | -11.1% |
| Q4 2021 | $206,000 | +7.9% | 2,415 | 0.0% | 0.02% | -5.3% |
| Q3 2021 | $191,000 | -2.1% | 2,415 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $195,000 | +3.2% | 2,415 | 0.0% | 0.02% | -17.4% |
| Q1 2021 | $189,000 | +8.6% | 2,415 | 0.0% | 0.02% | -8.0% |
| Q4 2020 | $174,000 | +20.8% | 2,415 | +299.8% | 0.02% | -3.8% |
| Q3 2020 | $144,000 | +6.7% | 604 | 0.0% | 0.03% | -10.3% |
| Q2 2020 | $135,000 | +26.2% | 604 | +0.5% | 0.03% | -3.3% |
| Q1 2020 | $107,000 | -41.8% | 601 | -22.0% | 0.03% | -41.2% |
| Q4 2019 | $184,000 | +6.4% | 771 | 0.0% | 0.05% | -16.4% |
| Q3 2019 | $173,000 | +27.2% | 771 | +28.3% | 0.06% | +13.0% |
| Q2 2019 | $136,000 | – | 601 | – | 0.05% | – |
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% |