ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 533 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.14 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $179,661 | -2.6% | 2,487 | +1.1% | 0.11% | -2.8% |
| Q2 2023 | $184,500 | +4.9% | 2,460 | 0.0% | 0.11% | +1.9% |
| Q1 2023 | $175,915 | +0.1% | 2,460 | -4.4% | 0.11% | -2.7% |
| Q4 2022 | $175,668 | +13.3% | 2,572 | +4.6% | 0.11% | +4.8% |
| Q3 2022 | $155,000 | -1.3% | 2,460 | 0.0% | 0.10% | +2.9% |
| Q2 2022 | $157,000 | -17.4% | 2,460 | 0.0% | 0.10% | -3.8% |
| Q1 2022 | $190,000 | -9.5% | 2,460 | 0.0% | 0.11% | -7.8% |
| Q4 2021 | $210,000 | +7.7% | 2,460 | 0.0% | 0.12% | -1.7% |
| Q3 2021 | $195,000 | -2.0% | 2,460 | 0.0% | 0.12% | -5.6% |
| Q2 2021 | $199,000 | +3.1% | 2,460 | 0.0% | 0.12% | -7.5% |
| Q1 2021 | $193,000 | +8.4% | 2,460 | 0.0% | 0.13% | 0.0% |
| Q4 2020 | $178,000 | +19.5% | 2,460 | +300.0% | 0.13% | +7.2% |
| Q3 2020 | $149,000 | +8.0% | 615 | 0.0% | 0.12% | +3.3% |
| Q2 2020 | $138,000 | +25.5% | 615 | 0.0% | 0.12% | +2.5% |
| Q1 2020 | $110,000 | -24.7% | 615 | 0.0% | 0.12% | -4.8% |
| Q4 2019 | $146,000 | +5.8% | 615 | 0.0% | 0.12% | -3.1% |
| Q3 2019 | $138,000 | -0.7% | 615 | 0.0% | 0.13% | +7.6% |
| Q2 2019 | $139,000 | +3.0% | 615 | 0.0% | 0.12% | +70.0% |
| Q1 2019 | $135,000 | +513.6% | 615 | +434.8% | 0.07% | +400.0% |
| Q4 2018 | $22,000 | -18.5% | 115 | 0.0% | 0.01% | -6.7% |
| Q3 2018 | $27,000 | +3.8% | 115 | 0.0% | 0.02% | 0.0% |
| Q2 2018 | $26,000 | +4.0% | 115 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $25,000 | 0.0% | 115 | 0.0% | 0.02% | 0.0% |
| Q4 2017 | $25,000 | – | 115 | – | 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% |