ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 22 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.2%.
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 ↓ |
|---|---|---|---|
| Main Management ETF Advisors, LLC | 1,052,555 | $66,332,000 | 7.61% |
| Capital Directions Investment Advisors, LLC | 0 | $19,140,000 | 7.34% |
| Broadview Financial Management, LLC | 111,935 | $7,054,161 | 7.07% |
| Sterling Financial Planning, Inc. | 133,936 | $8,441,000 | 5.92% |
| Pensionmark Financial Group, LLC | 359,276 | $22,642,000 | 5.38% |
| Hudson Capital Management LLC | 163,891 | $10,328,000 | 5.14% |
| Tanglewood Wealth Management, Inc. | 485,614 | $30,603,000 | 4.62% |
| Willis Johnson & Associates, Inc. | 501,093 | $31,579,000 | 4.60% |
| Main Management LLC | 555,088 | $34,982,000 | 4.32% |
| First Citizens Financial Corp | 67,838 | $4,275,000 | 4.21% |