ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $254,296 | +0.6% | 3,210 | -8.3% | 0.13% | -12.2% |
| Q3 2023 | $252,840 | -3.7% | 3,500 | 0.0% | 0.15% | -2.0% |
| Q2 2023 | $262,500 | +4.9% | 3,500 | 0.0% | 0.15% | -7.9% |
| Q1 2023 | $250,285 | +104621.8% | 3,500 | 0.0% | 0.16% | -8.4% |
| Q4 2022 | $239 | -99.9% | 3,500 | 0.0% | 0.18% | +1.1% |
| Q3 2022 | $221,000 | -0.9% | 3,500 | 0.0% | 0.18% | +2.9% |
| Q2 2022 | $223,000 | -17.4% | 3,500 | 0.0% | 0.17% | +5.5% |
| Q1 2022 | $270,000 | -9.4% | 3,500 | 0.0% | 0.16% | -5.2% |
| Q4 2021 | $298,000 | +7.6% | 3,500 | 0.0% | 0.17% | -5.0% |
| Q3 2021 | $277,000 | -51.1% | 3,500 | -50.0% | 0.18% | -6.2% |
| Q2 2021 | $566,000 | +106.6% | 7,000 | +100.0% | 0.19% | -9.4% |
| Q1 2021 | $274,000 | +8.3% | 3,500 | 0.0% | 0.21% | -0.9% |
| Q4 2020 | $253,000 | – | 3,500 | – | 0.22% | – |
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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% |