ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 643 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $455,112 | -3.7% | 6,300 | 0.0% | 0.44% | +1.6% |
| Q2 2023 | $472,500 | +4.9% | 6,300 | 0.0% | 0.44% | +4.8% |
| Q1 2023 | $450,513 | +4.7% | 6,300 | 0.0% | 0.42% | -1.4% |
| Q4 2022 | $430,290 | +8.4% | 6,300 | 0.0% | 0.42% | -3.0% |
| Q3 2022 | $397,000 | -1.0% | 6,300 | 0.0% | 0.44% | +6.3% |
| Q2 2022 | $401,000 | -17.7% | 6,300 | 0.0% | 0.41% | -1.0% |
| Q1 2022 | $487,000 | -9.3% | 6,300 | 0.0% | 0.42% | -8.8% |
| Q4 2021 | $537,000 | +7.6% | 6,300 | 0.0% | 0.46% | +0.7% |
| Q3 2021 | $499,000 | -2.2% | 6,300 | 0.0% | 0.45% | -2.4% |
| Q2 2021 | $510,000 | +3.2% | 6,300 | 0.0% | 0.46% | -2.3% |
| Q1 2021 | $494,000 | +8.6% | 6,300 | 0.0% | 0.47% | +4.2% |
| Q4 2020 | $455,000 | – | 6,300 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| McAlister, Sweet & Associates, Inc. | 48,834 | $3,868,629 | 3.59% |
| Dentgroup LLC | 6,245 | $494,721 | 0.44% |
| Harbour Capital Advisors, LLC | 10,180 | $783,046 | 0.22% |
| Bromfield Sneider Wealth Advisors | 2,984 | $236,389 | 0.16% |
| Montecito Bank & Trust | 8,946 | $708,702 | 0.15% |
| DOLIVER ADVISORS, LP | 5,486 | $434,601 | 0.13% |
| BENNETT SELBY INVESTMENTS LP | 3,210 | $254,296 | 0.13% |
| High Net Worth Advisory Group LLC | 3,080 | $243,998 | 0.09% |
| FC Advisory LLC | 2,732 | $216,413 | 0.08% |
| Founders Capital Management | 1,126 | $89,202 | 0.06% |