ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,154,878 | -7.5% | 15,987 | -4.0% | 0.13% | -5.6% |
| Q2 2023 | $1,248,501 | +1.5% | 16,647 | -3.2% | 0.14% | 0.0% |
| Q1 2023 | $1,229,640 | +3.7% | 17,195 | -0.9% | 0.14% | +3.6% |
| Q4 2022 | $1,185,616 | +7.3% | 17,359 | -1.0% | 0.14% | -2.1% |
| Q3 2022 | $1,105,000 | -1.7% | 17,534 | -0.6% | 0.14% | +2.9% |
| Q2 2022 | $1,124,000 | -18.4% | 17,635 | -1.0% | 0.14% | -9.3% |
| Q1 2022 | $1,377,000 | -11.8% | 17,817 | -2.7% | 0.15% | -3.8% |
| Q4 2021 | $1,561,000 | +6.9% | 18,313 | -0.7% | 0.16% | -46.2% |
| Q3 2021 | $1,460,000 | +5.8% | 18,433 | +8.1% | 0.29% | +6.2% |
| Q2 2021 | $1,380,000 | -4.3% | 17,051 | -7.4% | 0.27% | -9.9% |
| Q1 2021 | $1,442,000 | -2.8% | 18,405 | -10.4% | 0.30% | -8.7% |
| Q4 2020 | $1,483,000 | +12.5% | 20,540 | +272.8% | 0.33% | +0.6% |
| Q3 2020 | $1,318,000 | +4.1% | 5,509 | -2.5% | 0.33% | -3.2% |
| Q2 2020 | $1,266,000 | +95.4% | 5,649 | +55.5% | 0.34% | +69.7% |
| Q1 2020 | $648,000 | – | 3,632 | – | 0.20% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |