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 ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,052,555 | $66,332,000 | 7.61% |
| Capital Directions Investment Advisors, LLC | 0 | $19,140,000 | 7.34% |
| Broadview Financial Management, LLC | 111,935 | $7,054,161 | 7.07% |
| Sterling Financial Planning, Inc. | 133,936 | $8,441,000 | 5.92% |
| Pensionmark Financial Group, LLC | 359,276 | $22,642,000 | 5.38% |
| Hudson Capital Management LLC | 163,891 | $10,328,000 | 5.14% |
| Tanglewood Wealth Management, Inc. | 485,614 | $30,603,000 | 4.62% |
| Willis Johnson & Associates, Inc. | 501,093 | $31,579,000 | 4.60% |
| Main Management LLC | 555,088 | $34,982,000 | 4.32% |
| First Citizens Financial Corp | 67,838 | $4,275,000 | 4.21% |