ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $213,108 | -3.7% | 2,950 | 0.0% | 0.05% | +4.3% |
| Q2 2023 | $221,250 | +4.9% | 2,950 | 0.0% | 0.05% | -2.1% |
| Q1 2023 | $210,955 | +4.7% | 2,950 | 0.0% | 0.05% | +11.6% |
| Q4 2022 | $201,485 | -11.6% | 2,950 | 0.0% | 0.04% | -10.4% |
| Q1 2022 | $228,000 | -9.5% | 2,950 | 0.0% | 0.05% | -7.7% |
| Q4 2021 | $252,000 | – | 2,950 | – | 0.05% | – |
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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% |