ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $208,000 | +3.5% | 2,447 | -3.4% | 0.01% | -87.5% |
| Q3 2021 | $201,000 | -2.0% | 2,533 | +0.0% | 0.07% | -10.0% |
| Q2 2021 | $205,000 | +7.9% | 2,532 | +0.1% | 0.08% | -14.0% |
| Q1 2021 | $190,000 | 0.0% | 2,530 | 0.0% | 0.09% | 0.0% |
| Q4 2020 | $190,000 | +25.8% | 2,530 | +300.3% | 0.09% | +4.5% |
| Q3 2020 | $151,000 | +6.3% | 632 | 0.0% | 0.09% | -11.0% |
| Q2 2020 | $142,000 | +31.5% | 632 | +4.8% | 0.10% | +6.4% |
| Q1 2020 | $108,000 | -25.0% | 603 | 0.0% | 0.09% | -16.8% |
| Q4 2019 | $144,000 | +6.7% | 603 | +0.2% | 0.11% | -11.7% |
| Q3 2019 | $135,000 | -57.9% | 602 | -57.5% | 0.13% | -54.4% |
| Q2 2019 | $321,000 | +145.0% | 1,418 | +135.9% | 0.28% | +183.8% |
| Q1 2019 | $131,000 | +14.9% | 601 | +0.2% | 0.10% | +16.5% |
| Q4 2018 | $114,000 | – | 600 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 2,441,600 | $183,120 | 13.26% |
| Broadview Financial Management, LLC | 109,879 | $8,240,926 | 7.04% |
| Main Management LLC | 833,605 | $62,520 | 6.35% |
| Sterling Financial Planning, Inc. | 159,307 | $11,948,054 | 5.92% |
| Corundum Trust Company, INC | 27,292 | $2,046,900 | 5.60% |
| Hudson Capital Management LLC | 178,571 | $13,392,814 | 5.15% |
| Pensionmark Financial Group, LLC | 353,480 | $26,510,979 | 5.13% |
| Smith Anglin Financial, LLC | 529,580 | $39,718,529 | 4.82% |
| JSF Financial, LLC | 179,477 | $13,460,760 | 4.76% |
| Willis Johnson & Associates, Inc. | 564,418 | $42,331,330 | 4.51% |