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 | $5,144,699 | -3.4% | 71,217 | +0.3% | 0.78% | +1.0% |
| Q2 2023 | $5,323,932 | +4.9% | 70,986 | -0.0% | 0.77% | -2.4% |
| Q1 2023 | $5,077,100 | +19.7% | 70,998 | +14.3% | 0.79% | +13.2% |
| Q4 2022 | $4,240,890 | +8.1% | 62,092 | -0.3% | 0.70% | -0.1% |
| Q3 2022 | $3,924,000 | +2.1% | 62,269 | +3.2% | 0.70% | +5.8% |
| Q2 2022 | $3,845,000 | -9.6% | 60,335 | +9.7% | 0.66% | +1.4% |
| Q1 2022 | $4,251,000 | -7.7% | 55,017 | +1.9% | 0.65% | -6.3% |
| Q4 2021 | $4,604,000 | +5.3% | 54,001 | -2.2% | 0.69% | -2.4% |
| Q3 2021 | $4,372,000 | -3.4% | 55,207 | -1.2% | 0.71% | -2.3% |
| Q2 2021 | $4,524,000 | +3.0% | 55,896 | -0.3% | 0.73% | -2.7% |
| Q1 2021 | $4,393,000 | +6.5% | 56,054 | -1.9% | 0.75% | -0.9% |
| Q4 2020 | $4,126,000 | – | 57,130 | – | 0.76% | – |
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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% |