ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $28,318 | -27.2% | 392 | -24.5% | 0.00% | -50.0% |
| Q2 2023 | $38,925 | +26.0% | 519 | +20.1% | 0.00% | +33.3% |
| Q1 2023 | $30,892 | +45.0% | 432 | +38.5% | 0.00% | 0.0% |
| Q4 2022 | $21,310 | +6.6% | 312 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $20,000 | 0.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $20,000 | -16.7% | 312 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $24,000 | -11.1% | 312 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $27,000 | +8.0% | 312 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $25,000 | 0.0% | 312 | 0.0% | 0.00% | -25.0% |
| Q2 2021 | $25,000 | -99.9% | 312 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $24,451,000 | +106208.7% | 312 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $23,000 | -51.1% | 312 | +59.2% | 0.01% | -61.5% |
| Q3 2020 | $47,000 | -4.1% | 196 | -9.7% | 0.01% | -13.3% |
| Q2 2020 | $49,000 | +25.6% | 217 | 0.0% | 0.02% | +15.4% |
| Q1 2020 | $39,000 | -62.5% | 217 | -50.0% | 0.01% | -27.8% |
| Q4 2019 | $104,000 | +112.2% | 434 | +100.0% | 0.02% | +20.0% |
| Q3 2019 | $49,000 | +11.4% | 217 | +10.7% | 0.02% | 0.0% |
| Q2 2019 | $44,000 | +2.3% | 196 | 0.0% | 0.02% | -25.0% |
| Q1 2019 | $43,000 | +16.2% | 196 | 0.0% | 0.02% | +5.3% |
| Q4 2018 | $37,000 | -19.6% | 196 | 0.0% | 0.02% | -13.6% |
| Q3 2018 | $46,000 | – | 196 | – | 0.02% | – |
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% |