ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,337,488 | +1002.6% | 143,099 | +1044.8% | 0.52% | +1053.3% |
| Q2 2023 | $937,516 | +4.9% | 12,500 | +0.0% | 0.04% | -18.2% |
| Q1 2023 | $893,794 | +3.5% | 12,499 | -1.2% | 0.06% | -9.8% |
| Q4 2022 | $863,943 | +7.7% | 12,649 | -0.6% | 0.06% | -7.6% |
| Q3 2022 | $802,000 | +1.4% | 12,728 | +2.5% | 0.07% | 0.0% |
| Q2 2022 | $791,000 | -19.5% | 12,414 | -2.4% | 0.07% | -5.7% |
| Q1 2022 | $983,000 | -9.2% | 12,725 | +0.2% | 0.07% | -13.6% |
| Q4 2021 | $1,083,000 | +1566.2% | 12,701 | +4310.1% | 0.08% | +125.0% |
| Q2 2020 | $65,000 | +30.0% | 288 | +31.5% | 0.04% | -36.8% |
| Q2 2019 | $50,000 | – | 219 | – | 0.06% | – |
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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% |