ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 632 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $297,918 | -3.7% | 4,124 | 0.0% | 0.03% | +3.6% |
| Q2 2023 | $309,300 | +4.9% | 4,124 | 0.0% | 0.03% | -20.0% |
| Q1 2023 | $294,907 | -59.3% | 4,124 | -61.2% | 0.04% | -77.7% |
| Q4 2022 | $725,414 | +179.0% | 10,621 | +157.5% | 0.16% | +121.1% |
| Q3 2022 | $260,000 | -1.1% | 4,124 | 0.0% | 0.07% | -1.4% |
| Q2 2022 | $263,000 | -68.2% | 4,124 | +18.7% | 0.07% | -80.3% |
| Q4 2019 | $827,000 | +6.4% | 3,475 | +0.2% | 0.37% | -5.2% |
| Q3 2019 | $777,000 | -1.6% | 3,469 | -0.7% | 0.39% | -7.7% |
| Q2 2019 | $790,000 | +142.3% | 3,493 | +134.6% | 0.42% | +128.4% |
| Q1 2019 | $326,000 | +14.4% | 1,489 | 0.0% | 0.18% | -11.6% |
| Q4 2018 | $285,000 | – | 1,489 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 48,834 | $3,868,629 | 3.59% |
| Dentgroup LLC | 6,245 | $494,721 | 0.44% |
| Harbour Capital Advisors, LLC | 10,180 | $783,046 | 0.22% |
| Bromfield Sneider Wealth Advisors | 2,984 | $236,389 | 0.16% |
| Montecito Bank & Trust | 8,946 | $708,702 | 0.15% |
| DOLIVER ADVISORS, LP | 5,486 | $434,601 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 3,210 | $254,296 | 0.13% |
| High Net Worth Advisory Group LLC | 3,080 | $243,998 | 0.09% |
| FC Advisory LLC | 2,732 | $216,413 | 0.08% |
| Founders Capital Management | 1,126 | $89,202 | 0.06% |