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 | $145,836 | -5.4% | 2,019 | -1.8% | 0.07% | +5.7% |
| Q2 2023 | $154,108 | +5.0% | 2,055 | +0.1% | 0.07% | -23.9% |
| Q1 2023 | $146,744 | -7.8% | 2,052 | -11.9% | 0.09% | -5.2% |
| Q4 2022 | $159,092 | +8.2% | 2,329 | +0.1% | 0.10% | -2.0% |
| Q3 2022 | $147,000 | -0.7% | 2,326 | 0.0% | 0.10% | +7.6% |
| Q2 2022 | $148,000 | -17.8% | 2,326 | +0.1% | 0.09% | +10.8% |
| Q1 2022 | $180,000 | -16.3% | 2,324 | -7.6% | 0.08% | -7.8% |
| Q4 2021 | $215,000 | -1.4% | 2,516 | -8.5% | 0.09% | -15.9% |
| Q3 2021 | $218,000 | -8.8% | 2,751 | -6.8% | 0.11% | -8.5% |
| Q2 2021 | $239,000 | +3.5% | 2,951 | +0.1% | 0.12% | -12.0% |
| Q1 2021 | $231,000 | +8.5% | 2,948 | 0.0% | 0.13% | +7.3% |
| Q4 2020 | $213,000 | -3.2% | 2,948 | +220.8% | 0.12% | -17.9% |
| Q3 2020 | $220,000 | -15.1% | 919 | -20.4% | 0.15% | -29.1% |
| Q2 2020 | $259,000 | +5.3% | 1,155 | -16.4% | 0.21% | -13.4% |
| Q1 2020 | $246,000 | -33.3% | 1,381 | -10.8% | 0.25% | -3.5% |
| Q4 2019 | $369,000 | +7.0% | 1,548 | +0.3% | 0.26% | -7.3% |
| Q3 2019 | $345,000 | -13.3% | 1,543 | -12.4% | 0.28% | -12.1% |
| Q2 2019 | $398,000 | +0.3% | 1,761 | -2.8% | 0.31% | -6.6% |
| Q1 2019 | $397,000 | +9.1% | 1,812 | -4.7% | 0.34% | -18.9% |
| Q4 2018 | $364,000 | – | 1,901 | – | 0.41% | – |
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% |