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 | $3,379,748 | -5.6% | 46,785 | -2.0% | 3.56% | +0.8% |
| Q2 2023 | $3,580,875 | +4.3% | 47,745 | -0.5% | 3.54% | -0.5% |
| Q1 2023 | $3,432,479 | +4.2% | 48,000 | -0.5% | 3.55% | +0.1% |
| Q4 2022 | $3,294,043 | +216.1% | 48,229 | +191.9% | 3.55% | -13.2% |
| Q3 2022 | $1,042,000 | -66.3% | 16,524 | -65.9% | 4.09% | +18.1% |
| Q2 2022 | $3,088,000 | -17.8% | 48,443 | -0.4% | 3.47% | +1.4% |
| Q1 2022 | $3,758,000 | -11.6% | 48,658 | -2.5% | 3.42% | -4.8% |
| Q4 2021 | $4,253,000 | – | 49,889 | – | 3.59% | – |
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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% |