ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,416,659 | -7.2% | 130,352 | -3.7% | 2.34% | -1.6% |
| Q2 2023 | $10,149,797 | +27.5% | 135,331 | +21.5% | 2.38% | +21.2% |
| Q1 2023 | $7,962,841 | +7.4% | 111,353 | +2.6% | 1.96% | -1.7% |
| Q4 2022 | $7,413,075 | +22.7% | 108,537 | +13.2% | 2.00% | +9.7% |
| Q3 2022 | $6,040,000 | +14.1% | 95,855 | +15.4% | 1.82% | +16.6% |
| Q2 2022 | $5,292,000 | -3.5% | 83,042 | +16.9% | 1.56% | +16.5% |
| Q1 2022 | $5,486,000 | -8.7% | 71,009 | +0.7% | 1.34% | -8.0% |
| Q4 2021 | $6,006,000 | +29.2% | 70,515 | +20.1% | 1.45% | +22.1% |
| Q3 2021 | $4,650,000 | +38.9% | 58,720 | +42.0% | 1.19% | +38.5% |
| Q2 2021 | $3,347,000 | -7.4% | 41,359 | -10.3% | 0.86% | -14.9% |
| Q1 2021 | $3,614,000 | -1.7% | 46,117 | -0.9% | 1.01% | +1.1% |
| Q4 2020 | $3,675,000 | – | 46,539 | – | 1.00% | – |
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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% |