ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,353,922 | -10.4% | 18,742 | -7.0% | 1.14% | -7.7% |
| Q2 2023 | $1,511,850 | +4.9% | 20,158 | 0.0% | 1.23% | +10.2% |
| Q1 2023 | $1,441,498 | +1.6% | 20,158 | -3.0% | 1.12% | +4.6% |
| Q4 2022 | $1,418,727 | +8.1% | 20,772 | -0.3% | 1.07% | -7.5% |
| Q3 2022 | $1,313,000 | -1.3% | 20,832 | -0.2% | 1.16% | +6.7% |
| Q2 2022 | $1,330,000 | -29.3% | 20,871 | -14.2% | 1.08% | -14.2% |
| Q1 2022 | $1,880,000 | -10.3% | 24,332 | -1.0% | 1.26% | -11.3% |
| Q4 2021 | $2,096,000 | +1.1% | 24,590 | -6.1% | 1.43% | -13.2% |
| Q3 2021 | $2,073,000 | -4.7% | 26,179 | -2.6% | 1.64% | -0.2% |
| Q2 2021 | $2,175,000 | +0.8% | 26,876 | -2.3% | 1.65% | -5.0% |
| Q1 2021 | $2,157,000 | +5.1% | 27,518 | -3.2% | 1.73% | +3.2% |
| Q4 2020 | $2,053,000 | – | 28,428 | – | 1.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 2,441,600 | $183,120 | 13.26% |
| Broadview Financial Management, LLC | 109,879 | $8,240,926 | 7.04% |
| Main Management LLC | 833,605 | $62,520 | 6.35% |
| Sterling Financial Planning, Inc. | 159,307 | $11,948,054 | 5.92% |
| Corundum Trust Company, INC | 27,292 | $2,046,900 | 5.60% |
| Hudson Capital Management LLC | 178,571 | $13,392,814 | 5.15% |
| Pensionmark Financial Group, LLC | 353,480 | $26,510,979 | 5.13% |
| Smith Anglin Financial, LLC | 529,580 | $39,718,529 | 4.82% |
| JSF Financial, LLC | 179,477 | $13,460,760 | 4.76% |
| Willis Johnson & Associates, Inc. | 564,418 | $42,331,330 | 4.51% |