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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $3,011,884 | -4.5% | 40,158 | -8.9% | 1.25% | -7.4% |
| Q1 2023 | $3,152,740 | +1333.1% | 44,088 | +1530.5% | 1.34% | +1482.4% |
| Q2 2021 | $220,000 | +3.8% | 2,704 | 0.0% | 0.08% | -9.6% |
| Q1 2021 | $212,000 | -97.0% | 2,704 | -97.2% | 0.09% | -97.1% |
| Q4 2020 | $7,078,000 | +84.1% | 98,002 | +509.7% | 3.25% | +45.4% |
| Q3 2020 | $3,844,000 | +150.8% | 16,074 | +134.8% | 2.24% | +116.2% |
| Q2 2020 | $1,533,000 | – | 6,845 | – | 1.04% | – |
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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% |