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 | $1,463,561 | -3.6% | 20,260 | +0.1% | 1.02% | -4.8% |
| Q2 2023 | $1,518,353 | +5.5% | 20,245 | +0.6% | 1.07% | +3.5% |
| Q1 2023 | $1,438,952 | +7.9% | 20,122 | +3.1% | 1.04% | +6.8% |
| Q4 2022 | $1,333,517 | +10.6% | 19,524 | +2.0% | 0.97% | +1.9% |
| Q3 2022 | $1,206,000 | +4.1% | 19,134 | +5.2% | 0.95% | +13.7% |
| Q2 2022 | $1,159,000 | -26.3% | 18,190 | -10.6% | 0.84% | -19.4% |
| Q1 2022 | $1,573,000 | -7.2% | 20,354 | +2.4% | 1.04% | +2.1% |
| Q4 2021 | $1,695,000 | +23.0% | 19,877 | +14.2% | 1.02% | +20.4% |
| Q3 2021 | $1,378,000 | +4.6% | 17,404 | +6.9% | 0.85% | +5.6% |
| Q2 2021 | $1,318,000 | +18.1% | 16,281 | +14.4% | 0.80% | +10.6% |
| Q1 2021 | $1,116,000 | +14.9% | 14,236 | +5.9% | 0.72% | +6.3% |
| Q4 2020 | $971,000 | +14.1% | 13,444 | +278.0% | 0.68% | +12.6% |
| Q3 2020 | $851,000 | +3.4% | 3,557 | -3.2% | 0.60% | -2.6% |
| Q2 2020 | $823,000 | +27.0% | 3,674 | +1.2% | 0.62% | +12.7% |
| Q1 2020 | $648,000 | -38.0% | 3,629 | -17.4% | 0.55% | -18.5% |
| Q4 2019 | $1,046,000 | – | 4,394 | – | 0.68% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |