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 | $421,704 | -1.7% | 5,837 | +2.0% | 0.06% | -4.5% |
| Q2 2023 | $429,190 | +9.9% | 5,722 | +4.8% | 0.07% | 0.0% |
| Q1 2023 | $390,634 | +4.9% | 5,462 | +0.2% | 0.07% | -1.5% |
| Q4 2022 | $372,327 | +8.9% | 5,451 | +0.3% | 0.07% | -2.9% |
| Q3 2022 | $342,000 | -38.7% | 5,432 | -38.0% | 0.07% | -34.9% |
| Q2 2022 | $558,000 | -14.7% | 8,758 | +3.5% | 0.11% | -2.8% |
| Q1 2022 | $654,000 | -9.3% | 8,458 | +0.1% | 0.11% | -4.4% |
| Q4 2021 | $721,000 | +7.8% | 8,451 | +0.0% | 0.11% | -1.7% |
| Q3 2021 | $669,000 | – | 8,447 | – | 0.12% | – |
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% |