ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 648 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $494,721 | +10.2% | 6,245 | +0.5% | 0.44% | +32.6% |
| Q3 2023 | $448,798 | -4.0% | 6,213 | -0.3% | 0.33% | -2.1% |
| Q2 2023 | $467,369 | +5.7% | 6,232 | +0.8% | 0.34% | -4.8% |
| Q1 2023 | $442,244 | +5.0% | 6,184 | +0.3% | 0.36% | -2.5% |
| Q4 2022 | $421,291 | +5.3% | 6,168 | +0.3% | 0.36% | -9.5% |
| Q3 2022 | $400,000 | +2.3% | 6,152 | +0.4% | 0.40% | -7.6% |
| Q2 2022 | $391,000 | -17.3% | 6,130 | +0.2% | 0.44% | -4.6% |
| Q1 2022 | $473,000 | -9.2% | 6,117 | +0.2% | 0.46% | -7.1% |
| Q4 2021 | $521,000 | – | 6,106 | – | 0.49% | – |
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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% |