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 | $3,394 | -6.6% | 46,984 | -3.0% | 0.54% | +16.6% |
| Q2 2023 | $3,633 | +3.7% | 48,436 | -1.1% | 0.46% | -27.2% |
| Q1 2023 | $3,502 | -99.4% | 48,977 | -98.7% | 0.64% | +368.4% |
| Q3 2022 | $593,000 | -85.5% | 3,743,112 | +5733.4% | 0.14% | -78.3% |
| Q2 2022 | $4,089,000 | +2223.3% | 64,167 | -98.7% | 0.63% | -18.3% |
| Q1 2022 | $176,000 | -96.5% | 5,073,073 | +7522.4% | 0.77% | +12.2% |
| Q4 2021 | $5,085,000 | -11.4% | 66,555 | -8.2% | 0.68% | -13.1% |
| Q3 2021 | $5,737,000 | +1.3% | 72,462 | -7.6% | 0.79% | -12.9% |
| Q4 2020 | $5,665,000 | – | 78,447 | – | 0.90% | – |
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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% |