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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $304,708 | -12.3% | 4,218 | -9.0% | 0.12% | -8.8% |
| Q2 2023 | $347,550 | +4.9% | 4,634 | 0.0% | 0.14% | +3.8% |
| Q1 2023 | $331,377 | -0.9% | 4,634 | -5.4% | 0.13% | -13.8% |
| Q4 2022 | $334,397 | +1.0% | 4,896 | -6.9% | 0.15% | -5.0% |
| Q3 2022 | $331,000 | -2.9% | 5,259 | -1.7% | 0.16% | -0.6% |
| Q2 2022 | $341,000 | -10.7% | 5,350 | -1.5% | 0.16% | -5.3% |
| Q1 2022 | $382,000 | -22.2% | 5,431 | -5.8% | 0.17% | -14.1% |
| Q4 2021 | $491,000 | -32.6% | 5,763 | -37.4% | 0.20% | -32.0% |
| Q3 2021 | $729,000 | – | 9,208 | – | 0.29% | – |
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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% |