ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 547 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 1.76 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,459,653 | -3.7% | 61,733 | 0.0% | 1.82% | +2.1% |
| Q2 2023 | $4,630,039 | +5.1% | 61,733 | +0.2% | 1.78% | +0.1% |
| Q1 2023 | $4,406,581 | +4.9% | 61,623 | +0.2% | 1.78% | -0.1% |
| Q4 2022 | $4,199,457 | +6.1% | 61,485 | -2.1% | 1.78% | -1.6% |
| Q3 2022 | $3,957,000 | -0.8% | 62,792 | +0.3% | 1.81% | +4.9% |
| Q2 2022 | $3,989,000 | -15.4% | 62,606 | +2.5% | 1.72% | -3.6% |
| Q1 2022 | $4,717,000 | -8.1% | 61,055 | +1.4% | 1.79% | -4.0% |
| Q4 2021 | $5,132,000 | +5.8% | 60,202 | -1.7% | 1.86% | +5.1% |
| Q3 2021 | $4,849,000 | -2.0% | 61,239 | +0.2% | 1.77% | -7.9% |
| Q2 2021 | $4,948,000 | +3.8% | 61,147 | +0.5% | 1.92% | -2.8% |
| Q1 2021 | $4,768,000 | +9.6% | 60,842 | +1.0% | 1.98% | -1.1% |
| Q4 2020 | $4,350,000 | +21.0% | 60,242 | +300.7% | 2.00% | +0.9% |
| Q3 2020 | $3,596,000 | +6.7% | 15,036 | -0.1% | 1.98% | +5.8% |
| Q2 2020 | $3,370,000 | +17.9% | 15,044 | -6.1% | 1.87% | +0.7% |
| Q1 2020 | $2,859,000 | -25.3% | 16,021 | -0.3% | 1.86% | -0.5% |
| Q4 2019 | $3,828,000 | +6.6% | 16,076 | +0.2% | 1.87% | -4.9% |
| Q3 2019 | $3,590,000 | -0.8% | 16,037 | +0.2% | 1.97% | -4.0% |
| Q2 2019 | $3,620,000 | +2.9% | 16,000 | -0.3% | 2.05% | -1.3% |
| Q1 2019 | $3,517,000 | +15.0% | 16,054 | +0.4% | 2.08% | +4.5% |
| Q4 2018 | $3,058,000 | – | 15,995 | – | 1.99% | – |
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% |