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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 48,834 | $3,868,629 | 3.59% |
| Dentgroup LLC | 6,245 | $494,721 | 0.44% |
| Harbour Capital Advisors, LLC | 10,180 | $783,046 | 0.22% |
| Bromfield Sneider Wealth Advisors | 2,984 | $236,389 | 0.16% |
| Montecito Bank & Trust | 8,946 | $708,702 | 0.15% |
| DOLIVER ADVISORS, LP | 5,486 | $434,601 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 3,210 | $254,296 | 0.13% |
| High Net Worth Advisory Group LLC | 3,080 | $243,998 | 0.09% |
| FC Advisory LLC | 2,732 | $216,413 | 0.08% |
| Founders Capital Management | 1,126 | $89,202 | 0.06% |