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 | $1,758,394 | -3.7% | 24,341 | 0.0% | 0.64% | +0.5% |
| Q2 2023 | $1,825,575 | +4.9% | 24,341 | 0.0% | 0.64% | -4.2% |
| Q1 2023 | $1,740,625 | -32.6% | 24,341 | -35.7% | 0.67% | -38.8% |
| Q4 2022 | $2,583,516 | +8.4% | 37,826 | 0.0% | 1.09% | +2.4% |
| Q3 2022 | $2,384,000 | -2.8% | 37,826 | -1.7% | 1.07% | +0.5% |
| Q2 2022 | $2,452,000 | -17.5% | 38,475 | 0.0% | 1.06% | -2.2% |
| Q1 2022 | $2,973,000 | -6.7% | 38,475 | -0.9% | 1.08% | -0.6% |
| Q4 2021 | $3,188,000 | -4.7% | 38,805 | -8.2% | 1.09% | -11.9% |
| Q3 2021 | $3,346,000 | -1.6% | 42,253 | +0.6% | 1.24% | -4.1% |
| Q2 2021 | $3,399,000 | -7.6% | 42,002 | -8.8% | 1.29% | -14.6% |
| Q1 2021 | $3,679,000 | -0.7% | 46,048 | -3.7% | 1.51% | -5.4% |
| Q4 2020 | $3,706,000 | +18.6% | 47,808 | +266.0% | 1.60% | -0.7% |
| Q3 2020 | $3,124,000 | -1.0% | 13,062 | -6.0% | 1.61% | -7.4% |
| Q2 2020 | $3,154,000 | -3.6% | 13,894 | -0.2% | 1.74% | +1.0% |
| Q4 2019 | $3,273,000 | – | 13,924 | – | 1.72% | – |
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% |