ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 827 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $384,248 | -3.4% | 4,361 | 0.0% | 0.11% | -10.7% |
| Q1 2024 | $397,941 | +15.2% | 4,361 | 0.0% | 0.12% | 0.0% |
| Q4 2023 | $345,478 | +9.7% | 4,361 | 0.0% | 0.12% | -9.7% |
| Q3 2023 | $315,039 | -3.7% | 4,361 | 0.0% | 0.13% | -2.2% |
| Q2 2023 | $327,075 | +4.9% | 4,361 | 0.0% | 0.14% | -3.5% |
| Q1 2023 | $311,855 | +4.7% | 4,361 | 0.0% | 0.14% | 0.0% |
| Q4 2022 | $297,856 | -6.9% | 4,361 | -14.1% | 0.14% | -19.8% |
| Q3 2022 | $320,000 | +15.1% | 5,077 | +16.4% | 0.18% | +11.3% |
| Q2 2022 | $278,000 | -29.1% | 4,361 | -14.1% | 0.16% | -19.3% |
| Q1 2022 | $392,000 | -9.5% | 5,077 | 0.0% | 0.20% | -8.4% |
| Q4 2021 | $433,000 | +7.7% | 5,077 | 0.0% | 0.22% | -0.9% |
| Q3 2021 | $402,000 | -2.2% | 5,077 | 0.0% | 0.22% | -17.8% |
| Q2 2021 | $411,000 | +3.3% | 5,077 | 0.0% | 0.26% | -6.4% |
| Q1 2021 | $398,000 | +46.3% | 5,077 | +34.6% | 0.28% | +31.8% |
| Q4 2020 | $272,000 | – | 3,772 | – | 0.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,515,115 | $103,482 | 9.66% |
| REFRAME WEALTH, LLC | 302,999 | $20,694,832 | 7.96% |
| Capital Directions Investment Advisors, LLC | 302,999 | $20,694,832 | 7.72% |
| Broadview Financial Management, LLC | 109,868 | $7,504,010 | 6.74% |
| Sterling Financial Planning, Inc. | 136,466 | $9,320,610 | 5.56% |
| Main Management LLC | 699,990 | $47,809 | 5.51% |
| Tanglewood Wealth Management, Inc. | 472,286 | $32,257,134 | 4.83% |
| Willis Johnson & Associates, Inc. | 526,773 | $35,978,593 | 4.69% |
| Hudson Capital Management LLC | 171,612 | $11,721,107 | 4.64% |
| JSF Financial, LLC | 170,223 | $11,626,227 | 4.34% |