ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $322,480 | -3.7% | 4,464 | 0.0% | 0.03% | +3.6% |
| Q2 2023 | $334,800 | +4.9% | 4,464 | 0.0% | 0.03% | -3.4% |
| Q1 2023 | $319,221 | +4.7% | 4,464 | 0.0% | 0.03% | -3.3% |
| Q4 2022 | $304,891 | +8.5% | 4,464 | 0.0% | 0.03% | 0.0% |
| Q3 2022 | $281,000 | -1.1% | 4,464 | 0.0% | 0.03% | +25.0% |
| Q2 2022 | $284,000 | -17.7% | 4,464 | 0.0% | 0.02% | 0.0% |
| Q1 2022 | $345,000 | -9.4% | 4,464 | 0.0% | 0.02% | -4.0% |
| Q4 2021 | $381,000 | -12.8% | 4,464 | -19.2% | 0.02% | -21.9% |
| Q3 2021 | $437,000 | -2.2% | 5,524 | 0.0% | 0.03% | 0.0% |
| Q2 2021 | $447,000 | +3.2% | 5,524 | 0.0% | 0.03% | -5.9% |
| Q1 2021 | $433,000 | +8.5% | 5,524 | 0.0% | 0.03% | +3.0% |
| Q4 2020 | $399,000 | +20.9% | 5,524 | +300.0% | 0.03% | +10.0% |
| Q3 2020 | $330,000 | +3.8% | 1,381 | -2.8% | 0.03% | -3.2% |
| Q2 2020 | $318,000 | +25.2% | 1,421 | 0.0% | 0.03% | -8.8% |
| Q1 2020 | $254,000 | +22.7% | 1,421 | +31.0% | 0.03% | +25.9% |
| Q1 2017 | $207,000 | -6.3% | 1,085 | -10.6% | 0.03% | -3.6% |
| Q4 2016 | $221,000 | -33.8% | 1,213 | -41.5% | 0.03% | -26.3% |
| Q4 2015 | $334,000 | – | 2,072 | – | 0.04% | – |
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% |