ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 827 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $636,507 | -3.4% | 7,224 | 0.0% | 0.10% | -11.8% |
| Q1 2024 | $659,190 | +15.2% | 7,224 | 0.0% | 0.11% | +4.8% |
| Q4 2023 | $572,285 | +9.7% | 7,224 | 0.0% | 0.10% | -0.9% |
| Q3 2023 | $521,862 | -14.4% | 7,224 | -11.2% | 0.11% | -27.9% |
| Q2 2023 | $609,900 | -9.7% | 8,132 | -13.9% | 0.15% | -22.6% |
| Q1 2023 | $675,626 | +4.7% | 9,448 | 0.0% | 0.19% | -13.6% |
| Q4 2022 | $645,298 | -3.5% | 9,448 | 0.0% | 0.22% | -2.7% |
| Q3 2022 | $669,000 | +11.1% | 9,448 | 0.0% | 0.23% | -23.4% |
| Q2 2022 | $602,000 | -17.5% | 9,448 | 0.0% | 0.30% | -34.4% |
| Q1 2022 | $730,000 | -9.4% | 9,448 | 0.0% | 0.45% | -26.6% |
| Q4 2021 | $806,000 | -1.8% | 9,448 | 0.0% | 0.61% | -0.3% |
| Q3 2021 | $821,000 | – | 9,448 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,515,115 | $103,482 | 9.66% |
| REFRAME WEALTH, LLC | 302,999 | $20,694,832 | 7.96% |
| Capital Directions Investment Advisors, LLC | 302,999 | $20,694,832 | 7.72% |
| Broadview Financial Management, LLC | 109,868 | $7,504,010 | 6.74% |
| Sterling Financial Planning, Inc. | 136,466 | $9,320,610 | 5.56% |
| Main Management LLC | 699,990 | $47,809 | 5.51% |
| Tanglewood Wealth Management, Inc. | 472,286 | $32,257,134 | 4.83% |
| Willis Johnson & Associates, Inc. | 526,773 | $35,978,593 | 4.69% |
| Hudson Capital Management LLC | 171,612 | $11,721,107 | 4.64% |
| JSF Financial, LLC | 170,223 | $11,626,227 | 4.34% |