ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,020,803 | -3.1% | 14,131 | +0.6% | 0.55% | -1.3% |
| Q2 2023 | $1,053,129 | +11.3% | 14,042 | +6.1% | 0.56% | -2.5% |
| Q1 2023 | $946,174 | -3.1% | 13,231 | -7.5% | 0.57% | +26.2% |
| Q4 2022 | $976,632 | +6.2% | 14,299 | -2.0% | 0.45% | -32.3% |
| Q3 2022 | $920,000 | +1.4% | 14,591 | +2.5% | 0.67% | +7.6% |
| Q2 2022 | $907,000 | -15.8% | 14,237 | +2.1% | 0.62% | -1.1% |
| Q1 2022 | $1,077,000 | -10.9% | 13,939 | -1.7% | 0.63% | -7.1% |
| Q4 2021 | $1,209,000 | +8.4% | 14,180 | +0.7% | 0.67% | -1.2% |
| Q3 2021 | $1,115,000 | +15.8% | 14,078 | +18.3% | 0.68% | +14.8% |
| Q2 2021 | $963,000 | +2.3% | 11,896 | -0.9% | 0.59% | -1.2% |
| Q1 2021 | $941,000 | +7.7% | 12,010 | -0.7% | 0.60% | -3.5% |
| Q4 2020 | $874,000 | +14.4% | 12,098 | +278.5% | 0.62% | +4.2% |
| Q3 2020 | $764,000 | +20.5% | 3,196 | +12.9% | 0.60% | +17.0% |
| Q2 2020 | $634,000 | +14.6% | 2,832 | -8.6% | 0.51% | 0.0% |
| Q1 2020 | $553,000 | -26.9% | 3,099 | -2.4% | 0.51% | -12.0% |
| Q4 2019 | $756,000 | – | 3,175 | – | 0.58% | – |
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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% |