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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $546,062 | -45.3% | 7,559 | -43.2% | 0.34% | -46.1% |
| Q2 2023 | $998,775 | +14.4% | 13,317 | +9.1% | 0.62% | -0.5% |
| Q1 2023 | $873,209 | +70.0% | 12,211 | +62.4% | 0.62% | +49.2% |
| Q4 2022 | $513,684 | +8.4% | 7,521 | 0.0% | 0.42% | +2.4% |
| Q3 2022 | $474,000 | -1.0% | 7,521 | 0.0% | 0.41% | -0.7% |
| Q2 2022 | $479,000 | -5.7% | 7,521 | 0.0% | 0.41% | +2.7% |
| Q1 2022 | $508,000 | -34.5% | 7,521 | -17.2% | 0.40% | -26.8% |
| Q4 2021 | $775,000 | -65.7% | 9,084 | -68.1% | 0.55% | -68.2% |
| Q3 2021 | $2,258,000 | -1.7% | 28,516 | +0.4% | 1.72% | -1.1% |
| Q2 2021 | $2,298,000 | -51.0% | 28,401 | -52.6% | 1.74% | -57.1% |
| Q1 2021 | $4,693,000 | +13.3% | 59,885 | +4.4% | 4.06% | +0.9% |
| Q4 2020 | $4,141,000 | – | 57,336 | – | 4.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |