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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $124,725 | +0.4% | 1,663 | -4.3% | 0.27% | +7.6% |
| Q1 2023 | $124,284 | -9.8% | 1,738 | -13.8% | 0.25% | -19.7% |
| Q4 2022 | $137,761 | -32.5% | 2,017 | -28.8% | 0.31% | +121.4% |
| Q1 2022 | $204,000 | -83.6% | 2,833 | -80.1% | 0.14% | -58.3% |
| Q4 2021 | $1,242,000 | +8.0% | 14,245 | +8.0% | 0.34% | +3.4% |
| Q3 2021 | $1,150,000 | +9.3% | 13,190 | +2.2% | 0.32% | -23.9% |
| Q2 2021 | $1,052,000 | +14.0% | 12,902 | +10.8% | 0.43% | +48.8% |
| Q1 2021 | $923,000 | -59.0% | 11,642 | -62.6% | 0.29% | -70.1% |
| Q4 2020 | $2,249,000 | -37.7% | 31,146 | -12.8% | 0.96% | -40.3% |
| Q3 2020 | $3,612,000 | -21.3% | 35,720 | +70.0% | 1.61% | -22.5% |
| Q2 2018 | $4,587,000 | -50.0% | 21,010 | -50.0% | 2.08% | -23.3% |
| Q1 2018 | $9,174,000 | +655.7% | 42,020 | +599.9% | 2.71% | +246.8% |
| Q3 2017 | $1,214,000 | -8.5% | 6,004 | -20.9% | 0.78% | -30.9% |
| Q3 2016 | $1,327,000 | +1296.8% | 7,595 | -92.0% | 1.13% | +1493.0% |
| Q4 2015 | $95,000 | – | 94,805 | – | 0.07% | – |
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% |