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 | $134,990 | -8.2% | 1,869 | -4.6% | 0.03% | -3.7% |
| Q2 2023 | $146,972 | +15.9% | 1,960 | +10.5% | 0.03% | +3.8% |
| Q1 2023 | $126,804 | +26.8% | 1,773 | +12.2% | 0.03% | +4.0% |
| Q3 2022 | $100,000 | -13.0% | 1,580 | -12.4% | 0.02% | -16.7% |
| Q2 2022 | $115,000 | -17.3% | 1,804 | +0.1% | 0.03% | -3.2% |
| Q1 2022 | $139,000 | +3.0% | 1,803 | +13.5% | 0.03% | +3.3% |
| Q4 2021 | $135,000 | +31.1% | 1,588 | +22.1% | 0.03% | +15.4% |
| Q3 2021 | $103,000 | +1.0% | 1,301 | +3.3% | 0.03% | 0.0% |
| Q2 2021 | $102,000 | +8.5% | 1,259 | +4.6% | 0.03% | -7.1% |
| Q1 2021 | $94,000 | – | 1,204 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |