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 | $1,007,721 | -1.3% | 13,950 | +2.5% | 0.05% | +2.2% |
| Q2 2023 | $1,020,618 | +41.2% | 13,608 | +34.6% | 0.04% | +28.6% |
| Q1 2023 | $722,962 | +56.1% | 10,110 | +49.1% | 0.04% | -78.0% |
| Q4 2022 | $463,049 | +11.0% | 6,780 | +2.5% | 0.16% | +562.5% |
| Q3 2022 | $417,000 | +62.3% | 6,615 | +86.2% | 0.02% | +41.2% |
| Q4 2020 | $257,000 | +17.4% | 3,552 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $219,000 | -86.8% | 3,552 | -48.8% | 0.02% | -76.4% |
| Q4 2019 | $1,653,000 | – | 6,942 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| PIERSHALE FINANCIAL GROUP, INC. | 99,800 | $23,870,000 | 13.73% |
| Capital Directions Investment Advisors, LLC | 101,320 | $24,234,000 | 9.17% |
| Broadview Financial Management, LLC | 34,407 | $8,230,000 | 6.93% |
| Pensionmark Financial Group, LLC | 80,684 | $19,298,000 | 6.60% |
| Hudson Capital Management LLC | 50,649 | $12,097,511,000 | 5.91% |
| Ifrah Financial Services, Inc. | 58,893 | $14,086,000 | 5.06% |
| SMITH SHELLNUT WILSON LLC /ADV | 2,965 | $12,396,000 | 4.63% |
| Centerpoint Advisors, LLC | 25,386 | $6,072,000 | 4.57% |
| Salomon & Ludwin, LLC | 86,737 | $20,746,000 | 4.32% |
| First Citizens Financial Corp | 17,475 | $4,180,000 | 4.14% |