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 ↓ |
|---|---|---|---|
| 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% |