ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 708 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $307,742 | -3.7% | 4,260 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $319,500 | +4.9% | 4,260 | 0.0% | 0.01% | -6.7% |
| Q1 2023 | $304,633 | -5.8% | 4,260 | -10.1% | 0.02% | -16.7% |
| Q4 2022 | $323,469 | +5.7% | 4,736 | -2.6% | 0.02% | +12.5% |
| Q3 2022 | $306,000 | -26.8% | 4,861 | -25.9% | 0.02% | -38.5% |
| Q2 2022 | $418,000 | -17.6% | 6,556 | 0.0% | 0.03% | -23.5% |
| Q1 2022 | $507,000 | -11.5% | 6,556 | -2.4% | 0.03% | -5.6% |
| Q4 2021 | $573,000 | +7.7% | 6,716 | 0.0% | 0.04% | -2.7% |
| Q3 2021 | $532,000 | -2.2% | 6,716 | 0.0% | 0.04% | -5.1% |
| Q2 2021 | $544,000 | +3.4% | 6,716 | 0.0% | 0.04% | -11.4% |
| Q1 2021 | $526,000 | +8.5% | 6,716 | 0.0% | 0.04% | -4.3% |
| Q4 2020 | $485,000 | +13.8% | 6,716 | +277.5% | 0.05% | -4.2% |
| Q3 2020 | $426,000 | -26.6% | 1,779 | -31.3% | 0.05% | -36.0% |
| Q2 2020 | $580,000 | – | 2,588 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |