ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $661,954 | +7.0% | 9,163 | +11.1% | 0.01% | -20.0% |
| Q2 2023 | $618,410 | -2.2% | 8,245 | -6.8% | 0.01% | -9.1% |
| Q1 2023 | $632,593 | +13.1% | 8,846 | +8.0% | 0.01% | 0.0% |
| Q4 2022 | $559,179 | +9.0% | 8,187 | +0.3% | 0.01% | 0.0% |
| Q3 2022 | $513,000 | +2.2% | 8,160 | +3.3% | 0.01% | 0.0% |
| Q2 2022 | $502,000 | -34.9% | 7,898 | -20.9% | 0.01% | 0.0% |
| Q1 2022 | $771,000 | +72.9% | 9,981 | +90.6% | 0.01% | -8.3% |
| Q4 2021 | $446,000 | +7.7% | 5,236 | +0.1% | 0.01% | +20.0% |
| Q3 2021 | $414,000 | -2.1% | 5,232 | 0.0% | 0.01% | -33.3% |
| Q2 2021 | $423,000 | +14.3% | 5,232 | +10.6% | 0.02% | -34.8% |
| Q1 2021 | $370,000 | +8.5% | 4,730 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $341,000 | +8.3% | 4,730 | +259.4% | 0.02% | -23.3% |
| Q3 2020 | $315,000 | – | 1,316 | – | 0.03% | – |
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% |