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 | $5,097,098 | +14.1% | 70,371 | +18.2% | 0.02% | +233.3% |
| Q2 2023 | $4,465,947 | +10.4% | 59,546 | +5.2% | 0.01% | -92.6% |
| Q1 2023 | $4,046,238 | -34.8% | 56,582 | -43.4% | 0.08% | +2.5% |
| Q4 2022 | $6,207,832 | -1.7% | 100,024 | -0.2% | 0.08% | -1.2% |
| Q3 2022 | $6,318,000 | -1.7% | 100,258 | -0.6% | 0.08% | +1.3% |
| Q2 2022 | $6,430,000 | -10.4% | 100,908 | +8.7% | 0.08% | +5.3% |
| Q1 2022 | $7,176,000 | -6.8% | 92,867 | +2.8% | 0.08% | +1.4% |
| Q4 2021 | $7,703,000 | +13.2% | 90,348 | +5.2% | 0.07% | -19.6% |
| Q3 2021 | $6,804,000 | -2.1% | 85,907 | 0.0% | 0.09% | -7.1% |
| Q2 2021 | $6,953,000 | +91.4% | 85,907 | +85.4% | 0.10% | +73.7% |
| Q1 2021 | $3,632,000 | +8.1% | 46,339 | -0.4% | 0.06% | +3.6% |
| Q4 2020 | $3,360,000 | +20.9% | 46,527 | +300.2% | 0.06% | +5.8% |
| Q3 2020 | $2,780,000 | +7.5% | 11,626 | +0.7% | 0.05% | -8.8% |
| Q2 2020 | $2,587,000 | +25.6% | 11,550 | +0.1% | 0.06% | -9.5% |
| Q1 2020 | $2,059,000 | -24.8% | 11,540 | +0.3% | 0.06% | -14.9% |
| Q4 2019 | $2,739,000 | +6.4% | 11,503 | 0.0% | 0.07% | -6.3% |
| Q3 2019 | $2,575,000 | -1.1% | 11,503 | 0.0% | 0.08% | -2.5% |
| Q2 2019 | $2,603,000 | +3.3% | 11,503 | 0.0% | 0.08% | -17.3% |
| Q1 2019 | $2,520,000 | +12.1% | 11,503 | -2.1% | 0.10% | -26.3% |
| Q4 2018 | $2,247,000 | – | 11,753 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 2,441,600 | $183,120 | 13.26% |
| Broadview Financial Management, LLC | 109,879 | $8,240,926 | 7.04% |
| Main Management LLC | 833,605 | $62,520 | 6.35% |
| Sterling Financial Planning, Inc. | 159,307 | $11,948,054 | 5.92% |
| Corundum Trust Company, INC | 27,292 | $2,046,900 | 5.60% |
| Hudson Capital Management LLC | 178,571 | $13,392,814 | 5.15% |
| Pensionmark Financial Group, LLC | 353,480 | $26,510,979 | 5.13% |
| Smith Anglin Financial, LLC | 529,580 | $39,718,529 | 4.82% |
| JSF Financial, LLC | 179,477 | $13,460,760 | 4.76% |
| Willis Johnson & Associates, Inc. | 564,418 | $42,331,330 | 4.51% |