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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $18,809 | -35.1% | 275 | -40.1% | 0.02% | -44.4% |
| Q3 2022 | $29,000 | 0.0% | 459 | +0.4% | 0.03% | -6.9% |
| Q2 2022 | $29,000 | -17.1% | 457 | +0.2% | 0.03% | +3.6% |
| Q1 2022 | $35,000 | -10.3% | 456 | 0.0% | 0.03% | -3.4% |
| Q4 2021 | $39,000 | +8.3% | 456 | +0.2% | 0.03% | 0.0% |
| Q3 2021 | $36,000 | -2.7% | 455 | -0.2% | 0.03% | 0.0% |
| Q2 2021 | $37,000 | +2.8% | 456 | +0.2% | 0.03% | -3.3% |
| Q1 2021 | $36,000 | -10.0% | 455 | -17.1% | 0.03% | -18.9% |
| Q4 2020 | $40,000 | +21.2% | 549 | +300.7% | 0.04% | +5.7% |
| Q3 2020 | $33,000 | +6.5% | 137 | 0.0% | 0.04% | -2.8% |
| Q2 2020 | $31,000 | -62.2% | 137 | -70.3% | 0.04% | -68.1% |
| Q1 2020 | $82,000 | -28.7% | 461 | -4.4% | 0.11% | -4.2% |
| Q4 2019 | $115,000 | – | 482 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,052,555 | $66,332,000 | 7.61% |
| Capital Directions Investment Advisors, LLC | 0 | $19,140,000 | 7.34% |
| Broadview Financial Management, LLC | 111,935 | $7,054,161 | 7.07% |
| Sterling Financial Planning, Inc. | 133,936 | $8,441,000 | 5.92% |
| Pensionmark Financial Group, LLC | 359,276 | $22,642,000 | 5.38% |
| Hudson Capital Management LLC | 163,891 | $10,328,000 | 5.14% |
| Tanglewood Wealth Management, Inc. | 485,614 | $30,603,000 | 4.62% |
| Willis Johnson & Associates, Inc. | 501,093 | $31,579,000 | 4.60% |
| Main Management LLC | 555,088 | $34,982,000 | 4.32% |
| First Citizens Financial Corp | 67,838 | $4,275,000 | 4.21% |