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 | $904,480 | -11.6% | 13,268 | 0.0% | 0.06% | +19.6% |
| Q2 2023 | $1,022,830 | +7.5% | 13,268 | 0.0% | 0.05% | -48.3% |
| Q1 2023 | $951,183 | +1.1% | 13,268 | 0.0% | 0.09% | -6.3% |
| Q4 2022 | $940,436 | +6.0% | 13,268 | 0.0% | 0.10% | -4.0% |
| Q3 2022 | $887,000 | -1.9% | 13,268 | 0.0% | 0.10% | -20.2% |
| Q2 2022 | $904,000 | -9.3% | 13,268 | 0.0% | 0.12% | -2.4% |
| Q1 2022 | $997,000 | -0.6% | 13,268 | -1.3% | 0.13% | +4.1% |
| Q4 2021 | $1,003,000 | -13.3% | 13,436 | +1.3% | 0.12% | -3.9% |
| Q3 2021 | $1,157,000 | +7.2% | 13,268 | 0.0% | 0.13% | -15.9% |
| Q2 2021 | $1,079,000 | +1.6% | 13,268 | 0.0% | 0.15% | -36.3% |
| Q1 2021 | $1,062,000 | – | 13,268 | – | 0.24% | – |
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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% |