ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 520 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.15 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $875,385 | -3.7% | 12,118 | 0.0% | 0.18% | +1.6% |
| Q2 2023 | $908,830 | +5.4% | 12,118 | +0.5% | 0.18% | 0.0% |
| Q1 2023 | $862,086 | +9.1% | 12,056 | +4.2% | 0.18% | +1.7% |
| Q4 2022 | $790,147 | +13.4% | 11,569 | +4.6% | 0.18% | +2.9% |
| Q3 2022 | $697,000 | -0.7% | 11,057 | +0.4% | 0.17% | +2.4% |
| Q2 2022 | $702,000 | -17.5% | 11,018 | +0.1% | 0.17% | -5.0% |
| Q1 2022 | $851,000 | -9.3% | 11,012 | +0.1% | 0.18% | -6.8% |
| Q4 2021 | $938,000 | +7.7% | 11,006 | +0.0% | 0.19% | 0.0% |
| Q3 2021 | $871,000 | -5.6% | 11,001 | -3.5% | 0.19% | -3.5% |
| Q2 2021 | $923,000 | +7.1% | 11,401 | +3.7% | 0.20% | -4.8% |
| Q1 2021 | $862,000 | +8.6% | 10,994 | +0.0% | 0.21% | +1.5% |
| Q4 2020 | $794,000 | +20.9% | 10,991 | +300.3% | 0.21% | +5.1% |
| Q3 2020 | $657,000 | +6.8% | 2,746 | +0.0% | 0.20% | -3.0% |
| Q2 2020 | $615,000 | +259.6% | 2,745 | +186.5% | 0.20% | +215.6% |
| Q1 2020 | $171,000 | -25.0% | 958 | +0.2% | 0.06% | -11.1% |
| Q4 2019 | $228,000 | +6.5% | 956 | +0.2% | 0.07% | -1.4% |
| Q3 2019 | $214,000 | -25.2% | 954 | -24.5% | 0.07% | -27.7% |
| Q2 2019 | $286,000 | +37.5% | 1,264 | +33.3% | 0.10% | +32.9% |
| Q1 2019 | $208,000 | +14.9% | 948 | +0.2% | 0.08% | +4.1% |
| Q4 2018 | $181,000 | – | 946 | – | 0.07% | – |
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% |