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 2021 | $271,000 | +6.3% | 3,181 | -1.4% | 0.04% | -4.8% |
| Q3 2021 | $255,000 | -3.4% | 3,226 | -0.9% | 0.04% | -6.7% |
| Q2 2021 | $264,000 | +3.5% | 3,256 | 0.0% | 0.04% | -6.2% |
| Q1 2021 | $255,000 | -8.3% | 3,256 | -15.4% | 0.05% | -15.8% |
| Q4 2020 | $278,000 | +20.9% | 3,848 | +300.0% | 0.06% | +3.6% |
| Q3 2020 | $230,000 | -5.7% | 962 | -11.8% | 0.06% | -12.7% |
| Q2 2020 | $244,000 | – | 1,091 | – | 0.06% | – |
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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% |