ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 610 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $421,386 | -3.7% | 5,833 | 0.0% | 0.12% | -3.1% |
| Q2 2023 | $437,485 | -1.8% | 5,833 | -6.4% | 0.13% | -13.5% |
| Q1 2023 | $445,517 | +4.7% | 6,230 | 0.0% | 0.15% | -14.0% |
| Q4 2022 | $425,518 | +1.8% | 6,230 | -6.0% | 0.17% | +2.4% |
| Q3 2022 | $418,000 | -1.2% | 6,630 | 0.0% | 0.17% | +1.2% |
| Q2 2022 | $423,000 | -36.3% | 6,630 | -22.8% | 0.17% | -23.5% |
| Q1 2022 | $664,000 | -44.1% | 8,589 | -38.4% | 0.22% | -37.8% |
| Q4 2021 | $1,188,000 | +7.3% | 13,939 | -0.3% | 0.35% | -6.2% |
| Q3 2021 | $1,107,000 | +0.8% | 13,979 | 0.0% | 0.37% | +6.3% |
| Q2 2021 | $1,098,000 | -17.9% | 13,979 | -18.1% | 0.35% | -25.8% |
| Q1 2021 | $1,338,000 | -32.9% | 17,078 | -38.2% | 0.47% | -37.4% |
| Q4 2020 | $1,994,000 | +83.6% | 27,615 | +508.0% | 0.75% | +62.2% |
| Q3 2020 | $1,086,000 | +71.3% | 4,542 | +60.6% | 0.46% | +51.0% |
| Q2 2020 | $634,000 | -44.8% | 2,829 | -56.0% | 0.31% | -62.8% |
| Q1 2020 | $1,148,000 | -1.8% | 6,432 | +31.1% | 0.83% | +17.9% |
| Q4 2019 | $1,169,000 | – | 4,908 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 184,367 | $32,214,000 | 11.46% |
| Perkins Coie Trust Co | 45,137 | $7,887,000 | 5.00% |
| FIRST MERCHANTS CORP | 84,606 | $14,783,000 | 4.74% |
| LVZ, Inc. | 60,209 | $10,520,000 | 4.32% |
| Ifrah Financial Services, Inc. | 57,948 | $10,125,000 | 4.03% |
| Capital Advisors, Ltd. LLC | 52,045 | $9,094,000 | 4.00% |
| 1834 INVESTMENT ADVISORS CO | 96,292 | $16,825,000 | 3.65% |
| Main Management LLC | 100,384 | $17,540,000 | 3.45% |
| HMS Capital Management, LLC | 18,963 | $3,313,000 | 3.30% |
| WealthTrust Fairport, LLC | 138,745 | $24,243,000 | 2.98% |