ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $21,501 | +147.1% | 298 | +156.9% | 0.01% | +166.7% |
| Q2 2023 | $8,700 | +38.2% | 116 | +31.8% | 0.00% | +50.0% |
| Q1 2023 | $6,293 | +4.7% | 88 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6,010 | -99.9% | 88 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $5,546,000 | -1.1% | 88 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $5,608,000 | -17.5% | 88 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $6,800,000 | -9.4% | 88 | 0.0% | 0.00% | -33.3% |
| Q4 2021 | $7,503,000 | +7.7% | 88 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $6,969,000 | -2.1% | 88 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $7,122,000 | +3.3% | 88 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $6,897,000 | +8.5% | 88 | 0.0% | 0.00% | 0.0% |
| Q4 2020 | $6,355,000 | +20.8% | 88 | +300.0% | 0.00% | 0.0% |
| Q3 2020 | $5,262,000 | +6.8% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $4,928,000 | +123100.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $4,000 | -20.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q4 2019 | $5,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $5,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $5,000 | 0.0% | 22 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $5,000 | +25.0% | 22 | 0.0% | 0.00% | -25.0% |
| Q4 2018 | $4,000 | – | 22 | – | 0.00% | – |
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% |