ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $243,154 | +5.0% | 3,242 | +0.1% | 0.01% | 0.0% |
| Q1 2023 | $231,516 | +4.9% | 3,238 | +0.2% | 0.01% | -16.7% |
| Q4 2022 | $220,748 | +8.7% | 3,232 | +0.2% | 0.01% | 0.0% |
| Q3 2022 | $203,000 | -1.0% | 3,227 | +0.2% | 0.01% | 0.0% |
| Q2 2022 | $205,000 | -17.3% | 3,219 | +0.1% | 0.01% | 0.0% |
| Q1 2022 | $248,000 | -9.5% | 3,215 | +0.1% | 0.01% | 0.0% |
| Q4 2021 | $274,000 | +7.9% | 3,211 | +0.1% | 0.01% | -14.3% |
| Q3 2021 | $254,000 | -1.9% | 3,208 | +0.1% | 0.01% | -12.5% |
| Q2 2021 | $259,000 | +23.3% | 3,205 | +241.7% | 0.01% | -42.9% |
| Q2 2020 | $210,000 | +4.0% | 938 | -17.1% | 0.01% | -12.5% |
| Q1 2020 | $202,000 | -24.9% | 1,132 | +0.4% | 0.02% | -33.3% |
| Q4 2019 | $269,000 | – | 1,128 | – | 0.02% | – |
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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% |