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 | $242,005 | -3.7% | 3,350 | 0.0% | 0.06% | -3.0% |
| Q2 2023 | $251,251 | +5.1% | 3,350 | +0.2% | 0.07% | -1.5% |
| Q1 2023 | $239,064 | +5.0% | 3,343 | +0.2% | 0.07% | 0.0% |
| Q4 2022 | $227,756 | +8.5% | 3,335 | +0.1% | 0.07% | -4.2% |
| Q3 2022 | $210,000 | -0.5% | 3,331 | +0.5% | 0.07% | +2.9% |
| Q2 2022 | $211,000 | -17.3% | 3,313 | +0.2% | 0.07% | -11.5% |
| Q1 2022 | $255,000 | -9.3% | 3,305 | +0.2% | 0.08% | -6.0% |
| Q4 2021 | $281,000 | +19.6% | 3,299 | +11.4% | 0.08% | +12.2% |
| Q3 2021 | $235,000 | -1.7% | 2,962 | +0.1% | 0.07% | -14.0% |
| Q2 2021 | $239,000 | +3.0% | 2,958 | +0.1% | 0.09% | -8.5% |
| Q1 2021 | $232,000 | +2.2% | 2,955 | +0.1% | 0.09% | -10.5% |
| Q4 2020 | $227,000 | – | 2,951 | – | 0.10% | – |
Download | ||||||
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% |