ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 677 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.38 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $2,163,080 | -3.7% | 29,942 | 0.0% | 1.90% | +1.2% |
Q2 2023 | $2,245,723 | +4.9% | 29,942 | +0.0% | 1.87% | -6.1% |
Q1 2023 | $2,141,013 | +2.5% | 29,940 | -2.1% | 2.00% | -3.1% |
Q4 2022 | $2,089,637 | +8.4% | 30,594 | +0.0% | 2.06% | +1.9% |
Q3 2022 | $1,927,000 | -2.2% | 30,591 | -1.0% | 2.02% | +3.6% |
Q2 2022 | $1,970,000 | -17.6% | 30,914 | -0.1% | 1.95% | -11.7% |
Q1 2022 | $2,390,000 | -13.0% | 30,935 | -4.0% | 2.21% | -8.9% |
Q4 2021 | $2,748,000 | – | 32,231 | – | 2.42% | – |
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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% |