ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 714 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.40 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $624,299 | -7.9% | 8,642 | -4.4% | 0.26% | -6.0% |
| Q2 2023 | $677,850 | +4.9% | 9,038 | 0.0% | 0.28% | -1.1% |
| Q1 2023 | $646,308 | -3.5% | 9,038 | -7.8% | 0.28% | -11.0% |
| Q4 2022 | $669,750 | -8.9% | 9,806 | -15.9% | 0.32% | -39.4% |
| Q3 2022 | $735,000 | +52.8% | 11,665 | +54.7% | 0.53% | +53.8% |
| Q2 2022 | $481,000 | – | 7,542 | – | 0.34% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Capital Directions Investment Advisors, LLC | 320,946 | $24,799,000 | 7.53% |
| Broadview Financial Management, LLC | 108,623 | $8,393,000 | 6.22% |
| Sterling Financial Planning, Inc. | 121,205 | $9,366,000 | 5.90% |
| Willis Johnson & Associates, Inc. | 487,665 | $37,682,000 | 4.94% |
| Hudson Capital Management LLC | 156,632 | $12,103,000 | 4.80% |
| JSF Financial, LLC | 136,382 | $10,538,000 | 4.48% |
| JMAC ENTERPRISES LLC | 216,300 | $16,713,000 | 3.94% |
| First Citizens Financial Corp | 65,805 | $5,085,000 | 3.82% |
| 1834 INVESTMENT ADVISORS CO | 387,102 | $29,911,000 | 3.66% |
| Ifrah Financial Services, Inc. | 167,126 | $12,914,000 | 3.63% |