ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $309,589 | -10.1% | 4,286 | -6.6% | 0.06% | -12.5% |
| Q2 2023 | $344,261 | +2.8% | 4,590 | -2.0% | 0.07% | -2.7% |
| Q1 2023 | $334,820 | +4.1% | 4,682 | -0.5% | 0.07% | -7.5% |
| Q4 2022 | $321,482 | +4.4% | 4,707 | -3.6% | 0.08% | -8.0% |
| Q3 2022 | $308,000 | -1.0% | 4,883 | 0.0% | 0.09% | -3.3% |
| Q2 2022 | $311,000 | -17.5% | 4,883 | +0.0% | 0.09% | -11.8% |
| Q1 2022 | $377,000 | +65.4% | 4,881 | +368.4% | 0.10% | -27.7% |
| Q4 2021 | $228,000 | -27.8% | 1,042 | -73.9% | 0.14% | +22.6% |
| Q3 2021 | $316,000 | -2.2% | 3,992 | 0.0% | 0.12% | -9.4% |
| Q2 2021 | $323,000 | +3.2% | 3,992 | +0.1% | 0.13% | -4.5% |
| Q1 2021 | $313,000 | +8.7% | 3,990 | 0.0% | 0.13% | 0.0% |
| Q4 2020 | $288,000 | +20.5% | 3,990 | +299.8% | 0.13% | +7.3% |
| Q3 2020 | $239,000 | +2.1% | 998 | -4.5% | 0.12% | -4.6% |
| Q2 2020 | $234,000 | -6.0% | 1,045 | +0.1% | 0.13% | -2.3% |
| Q4 2019 | $249,000 | +6.9% | 1,044 | +0.1% | 0.13% | +0.8% |
| Q3 2019 | $233,000 | -1.3% | 1,043 | 0.0% | 0.13% | -5.0% |
| Q2 2019 | $236,000 | +3.5% | 1,043 | +0.1% | 0.14% | -1.4% |
| Q1 2019 | $228,000 | – | 1,042 | – | 0.14% | – |
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% |