ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 698 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.79 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $10,297 | +4.7% | 144 | 0.0% | 0.00% | -20.0% |
| Q4 2022 | $9,835 | -1.6% | 144 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $10,000 | +11.1% | 144 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $9,000 | -18.2% | 144 | 0.0% | 0.01% | -16.7% |
| Q1 2022 | $11,000 | -8.3% | 144 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $12,000 | +9.1% | 144 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $11,000 | -8.3% | 144 | 0.0% | 0.01% | -12.5% |
| Q2 2021 | $12,000 | +9.1% | 144 | 0.0% | 0.01% | -11.1% |
| Q1 2021 | $11,000 | +10.0% | 144 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $10,000 | – | 144 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,052,555 | $66,332,000 | 7.61% |
| Capital Directions Investment Advisors, LLC | 0 | $19,140,000 | 7.34% |
| Broadview Financial Management, LLC | 111,935 | $7,054,161 | 7.07% |
| Sterling Financial Planning, Inc. | 133,936 | $8,441,000 | 5.92% |
| Pensionmark Financial Group, LLC | 359,276 | $22,642,000 | 5.38% |
| Hudson Capital Management LLC | 163,891 | $10,328,000 | 5.14% |
| Tanglewood Wealth Management, Inc. | 485,614 | $30,603,000 | 4.62% |
| Willis Johnson & Associates, Inc. | 501,093 | $31,579,000 | 4.60% |
| Main Management LLC | 555,088 | $34,982,000 | 4.32% |
| First Citizens Financial Corp | 67,838 | $4,275,000 | 4.21% |