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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $577,270 | -15.3% | 7,991 | -12.1% | 0.16% | -14.2% |
| Q2 2023 | $681,825 | +4.9% | 9,091 | 0.0% | 0.18% | -7.1% |
| Q1 2023 | $650,097 | +4.7% | 9,091 | 0.0% | 0.20% | -3.9% |
| Q4 2022 | $620,915 | -2.4% | 9,091 | -9.9% | 0.20% | -12.0% |
| Q3 2022 | $636,000 | -27.7% | 10,091 | -11.4% | 0.23% | -16.5% |
| Q2 2022 | $880,000 | 0.0% | 11,391 | 0.0% | 0.28% | 0.0% |
| Q1 2022 | $880,000 | -9.4% | 11,391 | 0.0% | 0.28% | -16.7% |
| Q4 2021 | $971,000 | +7.6% | 11,391 | 0.0% | 0.34% | -9.2% |
| Q3 2021 | $902,000 | -2.2% | 11,391 | 0.0% | 0.37% | -12.6% |
| Q2 2021 | $922,000 | +0.5% | 11,391 | -2.7% | 0.42% | -13.2% |
| Q1 2021 | $917,000 | +0.4% | 11,706 | -7.5% | 0.49% | -10.5% |
| Q4 2020 | $913,000 | +19.3% | 12,656 | +295.9% | 0.54% | -9.7% |
| Q3 2020 | $765,000 | -42.7% | 3,197 | +7.2% | 0.60% | +18.8% |
| Q2 2020 | $1,336,000 | +151.1% | 2,982 | +0.1% | 0.51% | +4.3% |
| Q1 2020 | $532,000 | -37.6% | 2,980 | -21.7% | 0.48% | -18.1% |
| Q4 2019 | $852,000 | 0.0% | 3,807 | 0.0% | 0.59% | +0.5% |
| Q3 2019 | $852,000 | -1.0% | 3,807 | 0.0% | 0.59% | -3.3% |
| Q2 2019 | $861,000 | -1.0% | 3,807 | -4.2% | 0.61% | -5.7% |
| Q1 2019 | $870,000 | +54.5% | 3,972 | +34.9% | 0.65% | +33.2% |
| Q4 2018 | $563,000 | – | 2,945 | – | 0.48% | – |
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% |