ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 577 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.06 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $73,450 | +4.9% | 979 | 0.0% | 0.04% | +34.5% |
| Q1 2023 | $70,032 | +4.7% | 979 | 0.0% | 0.03% | -12.1% |
| Q4 2022 | $66,888 | -36.9% | 979 | -41.7% | 0.03% | -32.7% |
| Q3 2022 | $106,000 | -0.9% | 1,679 | 0.0% | 0.05% | +2.1% |
| Q2 2022 | $107,000 | -58.8% | 1,679 | -50.0% | 0.05% | -11.1% |
| Q1 2022 | $260,000 | +182.6% | 3,358 | +209.8% | 0.05% | +31.7% |
| Q4 2021 | $92,000 | +7.0% | 1,084 | 0.0% | 0.04% | -2.4% |
| Q3 2021 | $86,000 | -33.8% | 1,084 | -32.4% | 0.04% | -37.3% |
| Q2 2021 | $130,000 | +3.2% | 1,604 | 0.0% | 0.07% | -9.5% |
| Q1 2021 | $126,000 | -34.4% | 1,604 | -39.5% | 0.07% | -42.2% |
| Q4 2020 | $192,000 | -13.5% | 2,652 | +186.4% | 0.13% | -22.0% |
| Q3 2020 | $222,000 | +9.4% | 926 | +2.0% | 0.16% | +3.8% |
| Q2 2020 | $203,000 | +21.6% | 908 | -2.7% | 0.16% | -0.6% |
| Q1 2020 | $167,000 | 0.0% | 933 | +32.7% | 0.16% | +12.8% |
| Q4 2019 | $167,000 | – | 703 | – | 0.14% | – |
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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% |