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 | $14,592,119 | -1.3% | 201,995 | +2.5% | 3.60% | -1.4% |
| Q2 2023 | $14,777,851 | +6.6% | 197,038 | +1.6% | 3.66% | +3.8% |
| Q1 2023 | $13,867,571 | +4.8% | 193,925 | +0.1% | 3.52% | -3.2% |
| Q4 2022 | $13,227,446 | +6.4% | 193,667 | -1.8% | 3.64% | +4.3% |
| Q3 2022 | $12,429,000 | -10.3% | 197,218 | -9.2% | 3.49% | -2.2% |
| Q2 2022 | $13,849,000 | -17.1% | 217,312 | +0.5% | 3.56% | -9.4% |
| Q1 2022 | $16,713,000 | +0.1% | 216,300 | +0.3% | 3.94% | +0.0% |
| Q4 2021 | $16,700,000 | – | 215,650 | – | 3.93% | – |
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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% |