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 | ||||
---|---|---|---|---|---|---|
Q2 2023 | $46,848 | +4.9% | 625 | 0.0% | 0.01% | 0.0% |
Q1 2023 | $44,669 | +4.7% | 625 | 0.0% | 0.01% | 0.0% |
Q4 2022 | $42,663 | +9.4% | 625 | 0.0% | 0.01% | 0.0% |
Q3 2022 | $39,000 | -2.5% | 625 | 0.0% | 0.01% | 0.0% |
Q2 2022 | $40,000 | -16.7% | 625 | 0.0% | 0.01% | 0.0% |
Q1 2022 | $48,000 | -57.5% | 625 | -52.8% | 0.01% | -58.3% |
Q4 2021 | $113,000 | -16.3% | 1,325 | -22.3% | 0.01% | -20.0% |
Q3 2021 | $135,000 | -11.8% | 1,705 | -10.0% | 0.02% | -16.7% |
Q2 2021 | $153,000 | -8.9% | 1,895 | -11.7% | 0.02% | -18.2% |
Q1 2021 | $168,000 | +8.4% | 2,147 | 0.0% | 0.02% | 0.0% |
Q4 2020 | $155,000 | +21.1% | 2,147 | +299.8% | 0.02% | +10.0% |
Q3 2020 | $128,000 | +6.7% | 537 | 0.0% | 0.02% | -4.8% |
Q2 2020 | $120,000 | +900.0% | 537 | +701.5% | 0.02% | +950.0% |
Q1 2020 | $12,000 | -25.0% | 67 | 0.0% | 0.00% | -33.3% |
Q4 2019 | $16,000 | +6.7% | 67 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $15,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $15,000 | 0.0% | 67 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $15,000 | +15.4% | 67 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $13,000 | -18.8% | 67 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $16,000 | +6.7% | 67 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $15,000 | – | 67 | – | 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% |