ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,128 | -1.9% | 4,583 | +1.8% | 0.01% | 0.0% |
| Q2 2023 | $337,554 | +3.1% | 4,500 | -1.7% | 0.01% | 0.0% |
| Q1 2023 | $327,352 | +0.0% | 4,577 | -4.4% | 0.01% | -21.4% |
| Q4 2022 | $327,216 | +8.3% | 4,790 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $302,000 | -32.6% | 4,790 | -31.8% | 0.01% | -33.3% |
| Q2 2022 | $448,000 | -18.4% | 7,023 | +0.6% | 0.02% | -4.5% |
| Q1 2022 | $549,000 | +13.4% | 6,978 | +22.8% | 0.02% | +22.2% |
| Q4 2021 | $484,000 | +7.6% | 5,681 | +0.0% | 0.02% | 0.0% |
| Q3 2021 | $450,000 | -2.2% | 5,680 | +0.0% | 0.02% | -5.3% |
| Q2 2021 | $460,000 | +1.5% | 5,679 | -1.6% | 0.02% | -9.5% |
| Q1 2021 | $453,000 | +8.6% | 5,774 | +0.0% | 0.02% | -8.7% |
| Q4 2020 | $417,000 | +18.1% | 5,773 | +291.1% | 0.02% | +4.5% |
| Q3 2020 | $353,000 | +7.0% | 1,476 | +0.1% | 0.02% | 0.0% |
| Q2 2020 | $330,000 | +24.5% | 1,475 | -0.7% | 0.02% | +4.8% |
| Q1 2020 | $265,000 | -28.4% | 1,485 | -4.5% | 0.02% | -25.0% |
| Q4 2019 | $370,000 | +6.3% | 1,555 | +0.1% | 0.03% | -6.7% |
| Q3 2019 | $348,000 | -1.1% | 1,554 | 0.0% | 0.03% | -11.8% |
| Q2 2019 | $352,000 | +3.5% | 1,554 | +0.1% | 0.03% | -10.5% |
| Q1 2019 | $340,000 | +14.9% | 1,553 | +0.1% | 0.04% | -7.3% |
| Q4 2018 | $296,000 | -14.2% | 1,552 | +4.8% | 0.04% | -4.7% |
| Q3 2018 | $345,000 | +576.5% | 1,481 | +549.6% | 0.04% | +514.3% |
| Q2 2018 | $51,000 | +131.8% | 228 | +125.7% | 0.01% | +133.3% |
| Q1 2018 | $22,000 | -50.0% | 101 | -50.5% | 0.00% | -57.1% |
| Q4 2017 | $44,000 | +2.3% | 204 | 0.0% | 0.01% | 0.0% |
| Q3 2017 | $43,000 | +2.4% | 204 | -4.7% | 0.01% | -12.5% |
| Q2 2017 | $42,000 | -47.5% | 214 | -47.5% | 0.01% | 0.0% |
| Q1 2017 | $80,000 | -46.7% | 408 | -50.5% | 0.01% | -77.1% |
| Q4 2016 | $150,000 | – | 825 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 2,441,600 | $183,120 | 13.26% |
| Broadview Financial Management, LLC | 109,879 | $8,240,926 | 7.04% |
| Main Management LLC | 833,605 | $62,520 | 6.35% |
| Sterling Financial Planning, Inc. | 159,307 | $11,948,054 | 5.92% |
| Corundum Trust Company, INC | 27,292 | $2,046,900 | 5.60% |
| Hudson Capital Management LLC | 178,571 | $13,392,814 | 5.15% |
| Pensionmark Financial Group, LLC | 353,480 | $26,510,979 | 5.13% |
| Smith Anglin Financial, LLC | 529,580 | $39,718,529 | 4.82% |
| JSF Financial, LLC | 179,477 | $13,460,760 | 4.76% |
| Willis Johnson & Associates, Inc. | 564,418 | $42,331,330 | 4.51% |