ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,893,346 | -0.3% | 67,737 | +3.5% | 2.48% | +3.5% |
| Q2 2023 | $4,908,060 | +9.7% | 65,441 | +4.6% | 2.40% | +3.7% |
| Q1 2023 | $4,473,583 | +13.9% | 62,559 | +8.8% | 2.31% | +3.4% |
| Q4 2022 | $3,926,803 | +16.9% | 57,493 | +7.9% | 2.24% | +6.4% |
| Q3 2022 | $3,358,000 | -6.1% | 53,278 | +3.6% | 2.10% | +3.0% |
| Q2 2022 | $3,578,000 | -0.7% | 51,409 | +5.0% | 2.04% | +4.4% |
| Q1 2022 | $3,603,000 | -0.2% | 48,968 | +5.9% | 1.96% | +3.2% |
| Q4 2021 | $3,611,000 | -4.4% | 46,229 | +7.1% | 1.90% | -2.3% |
| Q3 2021 | $3,776,000 | +7.9% | 43,183 | +0.6% | 1.94% | +1.4% |
| Q2 2021 | $3,500,000 | +0.3% | 42,924 | -1.7% | 1.91% | -4.7% |
| Q1 2021 | $3,490,000 | -6.8% | 43,681 | -9.1% | 2.01% | -9.6% |
| Q4 2020 | $3,743,000 | +24.8% | 48,056 | +308.3% | 2.22% | +4.0% |
| Q3 2020 | $2,998,000 | +6.6% | 11,769 | -0.1% | 2.14% | -2.2% |
| Q2 2020 | $2,812,000 | +19.7% | 11,777 | +1.8% | 2.18% | -2.2% |
| Q1 2020 | $2,349,000 | +14.6% | 11,574 | +35.4% | 2.23% | +17.2% |
| Q4 2019 | $2,050,000 | – | 8,550 | – | 1.90% | – |
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% |