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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,592,892 | -3.7% | 22,050 | 0.0% | 1.03% | -3.6% |
| Q2 2023 | $1,653,750 | +114.1% | 22,050 | +104.2% | 1.07% | +100.4% |
| Q1 2023 | $772,308 | +4.7% | 10,800 | 0.0% | 0.53% | -13.6% |
| Q4 2022 | $737,640 | -99.9% | 10,800 | 0.0% | 0.62% | +5.7% |
| Q3 2022 | $680,400,000 | -18.5% | 10,800 | 0.0% | 0.58% | +14.3% |
| Q2 2022 | $834,516,000 | 0.0% | 10,800 | 0.0% | 0.51% | -0.6% |
| Q1 2022 | $834,516,000 | -54.5% | 10,800 | -50.0% | 0.51% | +3.8% |
| Q4 2021 | $1,836,000,000 | +115.2% | 21,600 | +100.0% | 0.49% | +7.9% |
| Q3 2021 | $853,200,000 | -2.4% | 10,800 | 0.0% | 0.46% | +0.2% |
| Q2 2021 | $874,000,000 | – | 10,800 | – | 0.46% | – |
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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% |