ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 709 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $189,613 | +34.8% | 2,152 | +39.6% | 0.00% | – |
| Q1 2024 | $140,708 | +19.4% | 1,542 | +3.7% | 0.00% | – |
| Q4 2023 | $117,800 | -9.4% | 1,487 | -17.3% | 0.00% | – |
| Q3 2023 | $129,960 | +54.9% | 1,799 | -23.7% | 0.00% | – |
| Q2 2023 | $83,909 | -53.7% | 2,357 | -11.1% | 0.00% | -100.0% |
| Q4 2022 | $181,063 | +376.5% | 2,651 | +345.5% | 0.00% | – |
| Q2 2022 | $38,000 | -22.4% | 595 | -5.3% | 0.00% | – |
| Q1 2022 | $49,000 | -61.1% | 628 | -57.3% | 0.00% | -100.0% |
| Q4 2021 | $126,000 | +11.5% | 1,472 | +2.9% | 0.00% | 0.0% |
| Q3 2021 | $113,000 | +606.2% | 1,431 | +615.5% | 0.00% | – |
| Q1 2021 | $16,000 | – | 200 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Quantitative Advantage, LLC | 353,079 | $60,557,000 | 15.41% |
| Capital Directions Investment Advisors, LLC | 230,237 | $38,949,000 | 12.86% |
| LVZ, Inc. | 65,564 | $11,245,000 | 6.54% |
| Simplicity Solutions, LLC | 29,562 | $5,070,000 | 6.01% |
| FIRST MERCHANTS CORP | 105,032 | $18,014,000 | 5.56% |
| AFFINITY WEALTH MANAGEMENT LLC | 52,842 | $9,063,000 | 5.33% |
| Perkins Coie Trust Co | 39,951 | $6,852,000 | 5.27% |
| Concorde Asset Management, LLC | 26,063 | $4,470,000 | 5.10% |
| FIRST HAWAIIAN BANK | 161,991 | $27,783,000 | 4.48% |
| Capital Advisors, Ltd. LLC | 48,564 | $8,329,000 | 4.32% |