ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 2,441,600 | $183,120 | 13.26% |
| Broadview Financial Management, LLC | 109,879 | $8,240,926 | 7.04% |
| Main Management LLC | 833,605 | $62,520 | 6.35% |
| Sterling Financial Planning, Inc. | 159,307 | $11,948,054 | 5.92% |
| Corundum Trust Company, INC | 27,292 | $2,046,900 | 5.60% |
| Hudson Capital Management LLC | 178,571 | $13,392,814 | 5.15% |
| Pensionmark Financial Group, LLC | 353,480 | $26,510,979 | 5.13% |
| Smith Anglin Financial, LLC | 529,580 | $39,718,529 | 4.82% |
| JSF Financial, LLC | 179,477 | $13,460,760 | 4.76% |
| Willis Johnson & Associates, Inc. | 564,418 | $42,331,330 | 4.51% |