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 | $897,222 | +15.2% | 12,420 | +19.6% | 1.11% | +5.9% |
| Q2 2023 | $778,651 | +2.8% | 10,382 | -2.0% | 1.05% | -3.4% |
| Q1 2023 | $757,513 | +0.6% | 10,593 | -3.9% | 1.09% | -6.6% |
| Q4 2022 | $753,145 | +5.5% | 11,027 | +11.1% | 1.16% | +8.9% |
| Q2 2022 | $714,000 | -8.3% | 9,929 | -1.6% | 1.07% | +1.5% |
| Q1 2022 | $779,000 | -11.5% | 10,086 | -2.2% | 1.05% | -7.2% |
| Q4 2021 | $880,000 | +6.5% | 10,316 | -1.1% | 1.13% | -1.5% |
| Q3 2021 | $826,000 | +0.4% | 10,433 | +2.6% | 1.15% | -1.1% |
| Q2 2021 | $823,000 | +11.5% | 10,168 | +7.9% | 1.16% | +0.7% |
| Q1 2021 | $738,000 | – | 9,422 | – | 1.16% | – |
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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% |