ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $579,076 | -3.7% | 8,016 | 0.0% | 0.40% | +2.3% |
| Q2 2023 | $601,200 | +4.9% | 8,016 | 0.0% | 0.39% | -1.5% |
| Q1 2023 | $573,224 | +4.7% | 8,016 | 0.0% | 0.40% | +0.5% |
| Q4 2022 | $547,493 | +8.4% | 8,016 | 0.0% | 0.40% | -1.7% |
| Q3 2022 | $505,000 | -1.2% | 8,016 | 0.0% | 0.40% | +4.9% |
| Q2 2022 | $511,000 | -17.4% | 8,016 | 0.0% | 0.39% | -0.5% |
| Q1 2022 | $619,000 | -34.8% | 8,016 | -28.1% | 0.39% | -31.4% |
| Q4 2021 | $950,000 | +7.7% | 11,144 | 0.0% | 0.57% | -1.7% |
| Q3 2021 | $882,000 | -7.0% | 11,144 | -4.8% | 0.58% | -11.2% |
| Q2 2021 | $948,000 | +3.3% | 11,712 | 0.0% | 0.65% | +29.0% |
| Q1 2021 | $918,000 | +8.5% | 11,712 | 0.0% | 0.50% | +1.8% |
| Q4 2020 | $846,000 | +383.4% | 11,712 | +300.0% | 0.49% | +337.2% |
| Q3 2020 | $175,000 | -73.3% | 2,928 | 0.0% | 0.11% | -75.2% |
| Q2 2020 | $656,000 | +25.4% | 2,928 | 0.0% | 0.46% | +5.8% |
| Q1 2020 | $523,000 | -27.6% | 2,928 | -3.5% | 0.43% | -11.2% |
| Q4 2019 | $722,000 | +6.3% | 3,034 | 0.0% | 0.48% | +0.8% |
| Q3 2019 | $679,000 | – | 3,034 | – | 0.48% | – |
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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% |