ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 547 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $558,825 | -5.9% | 7,736 | -2.3% | 0.36% | -3.2% |
| Q2 2023 | $593,592 | +4.9% | 7,915 | +0.1% | 0.37% | +5.7% |
| Q1 2023 | $565,626 | +4.8% | 7,910 | +0.1% | 0.35% | +3.5% |
| Q4 2022 | $539,838 | +152.3% | 7,904 | +132.4% | 0.34% | +127.5% |
| Q3 2022 | $214,000 | -1.4% | 3,401 | +0.0% | 0.15% | +5.7% |
| Q2 2022 | $217,000 | -17.2% | 3,400 | +0.1% | 0.14% | 0.0% |
| Q1 2022 | $262,000 | -9.3% | 3,395 | +0.1% | 0.14% | -8.4% |
| Q4 2021 | $289,000 | +7.8% | 3,391 | +0.2% | 0.15% | -0.6% |
| Q3 2021 | $268,000 | -4.6% | 3,385 | -2.4% | 0.16% | -1.3% |
| Q2 2021 | $281,000 | +3.3% | 3,469 | +0.1% | 0.16% | -0.6% |
| Q1 2021 | $272,000 | +8.4% | 3,465 | -0.2% | 0.16% | -5.4% |
| Q4 2020 | $251,000 | +8.2% | 3,473 | +258.4% | 0.17% | -1.8% |
| Q3 2020 | $232,000 | +6.9% | 969 | +0.1% | 0.17% | +6.2% |
| Q2 2020 | $217,000 | -13.5% | 968 | -8.1% | 0.16% | -4.2% |
| Q4 2019 | $251,000 | +6.8% | 1,053 | +0.4% | 0.17% | 0.0% |
| Q3 2019 | $235,000 | -0.8% | 1,049 | 0.0% | 0.17% | -1.2% |
| Q2 2019 | $237,000 | +3.0% | 1,049 | +0.2% | 0.17% | +7.0% |
| Q1 2019 | $230,000 | -0.4% | 1,047 | +5.5% | 0.16% | -3.1% |
| Q3 2018 | $231,000 | +3.6% | 992 | +0.2% | 0.16% | -2.4% |
| Q2 2018 | $223,000 | +3.2% | 990 | 0.0% | 0.17% | -0.6% |
| Q1 2018 | $216,000 | +4.3% | 990 | +3.1% | 0.17% | +9.1% |
| Q4 2017 | $207,000 | – | 960 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 184,367 | $32,214,000 | 11.46% |
| Perkins Coie Trust Co | 45,137 | $7,887,000 | 5.00% |
| FIRST MERCHANTS CORP | 84,606 | $14,783,000 | 4.74% |
| LVZ, Inc. | 60,209 | $10,520,000 | 4.32% |
| Ifrah Financial Services, Inc. | 57,948 | $10,125,000 | 4.03% |
| Capital Advisors, Ltd. LLC | 52,045 | $9,094,000 | 4.00% |
| 1834 INVESTMENT ADVISORS CO | 96,292 | $16,825,000 | 3.65% |
| Main Management LLC | 100,384 | $17,540,000 | 3.45% |
| HMS Capital Management, LLC | 18,963 | $3,313,000 | 3.30% |
| WealthTrust Fairport, LLC | 138,745 | $24,243,000 | 2.98% |