ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 635 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $303,914 | -9.7% | 4,207 | -6.2% | 0.03% | -12.5% |
Q2 2023 | $336,375 | +4.9% | 4,485 | 0.0% | 0.03% | -3.0% |
Q1 2023 | $320,722 | +4.9% | 4,485 | +0.2% | 0.03% | -5.7% |
Q4 2022 | $305,779 | +8.4% | 4,477 | 0.0% | 0.04% | +2.9% |
Q3 2022 | $282,000 | -7.2% | 4,477 | -6.3% | 0.03% | -8.1% |
Q2 2022 | $304,000 | -17.6% | 4,776 | 0.0% | 0.04% | -14.0% |
Q1 2022 | $369,000 | +20.6% | 4,776 | +33.0% | 0.04% | +10.3% |
Q4 2021 | $306,000 | +77.9% | 3,592 | +68.8% | 0.04% | +44.4% |
Q2 2021 | $172,000 | +44.5% | 2,128 | +300.0% | 0.03% | -70.0% |
Q3 2019 | $119,000 | – | 532 | – | 0.09% | – |
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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% |