ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 481 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.57 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,938,007 | +31.7% | 82,198 | +36.7% | 0.39% | -8.3% |
| Q2 2023 | $4,508,938 | +5.2% | 60,119 | +0.3% | 0.42% | -5.1% |
| Q1 2023 | $4,286,889 | +0.9% | 59,948 | -3.6% | 0.45% | -2.6% |
| Q4 2022 | $4,247,169 | +233.4% | 62,184 | +207.7% | 0.46% | +1.5% |
| Q3 2022 | $1,274,000 | -0.1% | 20,210 | +1.0% | 0.45% | +7.9% |
| Q2 2022 | $1,275,000 | -19.0% | 20,000 | -1.9% | 0.42% | -4.8% |
| Q1 2022 | $1,575,000 | -11.8% | 20,380 | -2.6% | 0.44% | -35.1% |
| Q4 2021 | $1,785,000 | +7.6% | 20,933 | -0.1% | 0.68% | -9.8% |
| Q3 2021 | $1,659,000 | -2.1% | 20,945 | 0.0% | 0.75% | -2.0% |
| Q2 2021 | $1,695,000 | +3.2% | 20,945 | -0.1% | 0.77% | -4.7% |
| Q1 2021 | $1,643,000 | +7.0% | 20,969 | -1.4% | 0.80% | +6.1% |
| Q4 2020 | $1,535,000 | +21.5% | 21,258 | +302.5% | 0.76% | +3.4% |
| Q3 2020 | $1,263,000 | +4.5% | 5,282 | -2.1% | 0.73% | -3.8% |
| Q2 2020 | $1,209,000 | +16.5% | 5,398 | -7.2% | 0.76% | +8.1% |
| Q1 2020 | $1,038,000 | -36.4% | 5,819 | -15.1% | 0.71% | -40.3% |
| Q4 2019 | $1,631,000 | +6.3% | 6,850 | -0.1% | 1.18% | -7.6% |
| Q3 2019 | $1,535,000 | -2.0% | 6,856 | -1.0% | 1.28% | -3.7% |
| Q2 2019 | $1,567,000 | -17.7% | 6,924 | -20.3% | 1.33% | -22.6% |
| Q1 2019 | $1,903,000 | +4.4% | 8,687 | -8.8% | 1.72% | +3.4% |
| Q4 2018 | $1,822,000 | -32.0% | 9,526 | -17.2% | 1.66% | -26.3% |
| Q3 2018 | $2,681,000 | +2.6% | 11,511 | -1.0% | 2.25% | -1.7% |
| Q2 2018 | $2,612,000 | +0.8% | 11,622 | -2.0% | 2.29% | -2.6% |
| Q1 2018 | $2,590,000 | -24.6% | 11,863 | -30.1% | 2.35% | -47.8% |
| Q4 2017 | $3,433,000 | 0.0% | 16,964 | 0.0% | 4.50% | +26.0% |
| Q3 2017 | $3,433,000 | +8.2% | 16,964 | +5.2% | 3.57% | -0.1% |
| Q2 2017 | $3,172,000 | -4.0% | 16,132 | -6.8% | 3.58% | +5.3% |
| Q1 2017 | $3,303,000 | +13.7% | 17,301 | +8.5% | 3.40% | +14.8% |
| Q4 2016 | $2,904,000 | – | 15,939 | – | 2.96% | – |
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% |